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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-12 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Dallas | TX | 01/2020 | Present |
| Us Army | Dallas | TX | 07/2015 | 09/2017 |
| Jpmorgan Securities Llc | Dallas | TX | 01/2020 | Present |
| Jpmorgan Chase Bank Na | Dallas | TX | 07/2017 | 12/2019 |
Entity Name: Rose Bridge Estate Investment related: No Address: https://rosebridgeestate.com/ Nature of the other business: Event Services Position/Title/Relationship: Owner/Partner Start Date: 03/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Venue for weddings and events in Austin Texas. No responsibilities, silent minority investor. no connection to JPM or my role
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-06 |
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