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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-19 |
Branch Locations
3507 Kyoto Gardens Dr Florida Pwm Palm Beach, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Palm Beach Gardens | FL | 09/2015 | 01/2020 |
| Jpmorgan Chase Bank Na | Palm Beach Gardens | FL | 09/2015 | 01/2020 |
| First Republic Securities Company, Llc | Jupiter | FL | 01/2020 | 10/2023 |
| First Republic Investment Management, Inc | Jupiter | FL | 01/2020 | 04/2024 |
| J.P. Morgan Securities Llc | Jupiter | FL | 09/2023 | 04/2024 |
| Jp Morgan Chase Bank, N.A. | Jupiter | FL | 10/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 04/2024 | Present |
| Bank Of America N.A. | Palm Beach Gardens | FL | 05/2024 | Present |
I*1804337 Entity Type: Charitable Name of OBA: Rosarian Academy Address: West Palm Beach, FL Investment Related: No Position, Title, Association: Committee Start Date:05/05/2021 No Hours: 5 hrs Mthly No Hours during trading: 2 hrs mthly Duties: I am a member of the Finance Committee at Rosarian Academy. The committee meets monthly to discuss the current and future financial state of the school. I*: 2586268 Entity Type: For Profit Name of OBA: SavLake, LLC Address: Palm Beach, Fl 33480 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/18/2024 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: This LLC was formed to own a boat. I am the manager of the LLC and will handle bill pay and administration I*: 2974271 Entity Type: Fiduciary role Name of OBA: Saville Family Trust Address: Palm Beach, FL 33480 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/08/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/ Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-07 |
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