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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-22 |
| WA | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Woodinville | WA | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Woodinville | WA | 01/2018 | Present |
Entity Name: Joseph & Theresa Phillips Investment related: No Address: Bothell, WA 98011 Nature of the other business: Real Estate Position/ Title/ Relationship: Independent Contractor Start Date: Aug 01, 2012 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 2 Briefly describe your duties: Accept rental applications, complete lease agreements with tenants and respond to maintenance requests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-09 |
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