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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-11-27 |
| TX | RA | APPROVED_RES | 2024-10-31 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chevy Chase Trust | Bethesda | MD | 01/2020 | 09/2024 |
| Smithsonian Institution | Washington | DC | 05/2016 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 10/2024 | Present |
| J.P. Morgan Securities Llc | Washington | DC | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-18 |
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