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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED | 2024-02-20 |
| VA | RA | APPROVED | 2024-02-20 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Washington | DC | 06/2020 | Present |
| J.P. Morgan Securities Llc | Washington | DC | 06/2020 | Present |
| Hobsons Inc | Arlington | VA | 03/2017 | 07/2018 |
| Cvent Inc | Mclean | VA | 04/2013 | 02/2017 |
| Imperial College London | London | 09/2018 | 09/2019 | |
| Unemployed | London | 08/2018 | 08/2018 | |
| Unemployed | Mclean | VA | 09/2019 | 06/2020 |
Entity Name: VHC Health Foundation Investment related: No "Address: 1701 N. George Mason Drive Arlington, VA 22205-3698 https://vhchealthfoundation.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The VHC Health Foundation helps provide financial support to the hospital, and the Foundation board members help raise money, represent VHC Health in the community, and advise hospital leadership. This role is not similar to my firm role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-03 |
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