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1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| NY | RA | APPROVED | 2023-01-20 |
Branch Locations
1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States
420 Lexington Avenue Suite 2216, New York, NY 10170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 05/2016 | 09/2019 |
| Morgan Stanley Private Bank, National Association | Atlanta | GA | 05/2016 | 09/2019 |
| Jpmorgan Chase Bank Na | Chamblee | GA | 09/2019 | Present |
| Jpmorgan Securities Llc | Chamblee | GA | 09/2019 | Present |
| Bull Run Llc | Marietta | GA | 01/2022 | Present |
Entity Name: Bull Run LLC Investment related: N Address: Marietta, GA 30064 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/15/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I would like to use rent out a house I own as a rental property. There is no connection to JPMC. This is a passive income pursuit very different than my role at JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-06 |
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