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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-08 |
| TX | RA | APPROVED | 2023-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Broussard | LA | 05/2015 | 07/2020 |
| J.P. Morgan Securities Llc | Broussard | LA | 07/2016 | 07/2020 |
| Louisiana Salsa Co. Llc | Carencro | LA | 10/2019 | Present |
| Prospera Financial Services, Inc. | Dallas | TX | 07/2020 | 04/2023 |
| Lpl Financial Llc | Lafayette | LA | 04/2023 | 07/2023 |
| J.P. Morgan Securities Llc | Lafayette | LA | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Lafayette | LA | 08/2023 | Present |
| Bentley Financial Llc | Carencro | LA | 01/2023 | Present |
| Bentley & Company Wealth Management | Lafayette | LA | 07/2020 | 12/2022 |
| Prospera Financial Services, Inc. | Dallas | TX | 07/2020 | 07/2020 |
Entity Name: Bentley Financial LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate rental property LLC / Owner, not related to JPMC Entity Name: Louisiana Salsa Co. LLC Investment related: No Address: Private Residence www.louisianasalsacompany.com Nature of the other business: Food & Beverage Position/Title/Relationship: Owner/Partner Start Date: 10/01/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Selling salsa to local groceries/Owner, non-investment related and no connection with JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
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