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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-12 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fort Worth | TX | 08/2010 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 08/2010 | Present |
| Daman Lydick Investments Ltd | Dallas | TX | 10/2013 | Present |
| Storetech Inc. | Pagosa Springs | CO | 01/1990 | Present |
Entity Name: Adera Foundation Investment related: No "Address: 6100 Southwest Blvd Suite 103 Fort Worth, TX 76109" Nature of the other business: Nonprofit Position/Title/Relationship: Board Members Start Date: 01/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Adera's primary objective is to strengthen the family unit in the nation of Ethiopia through Daycare, Private Education and education of Adults. Likely to be on Finance or Development committee. No direct connection to JPMC. Entity Name: Storetech Inc. Investment related: No Address: 189 Pagosa Springs, CO Nature of the other business: Own a mini-storage facility in Tyler, TX Position/Title/Relationship: Partial Owner Start Date: 01-Jan-1990 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Passive investor, no responsibility. Entity Name: White's Chapel United Methodist Church Investment related: No Address: 185 Southlake, TX http://whiteschapelumc.com Nature of the other business: Church Position/Title/Relationship: Other Start Date: 26-Jun-2014 Approximate # of hours a month: 4 hours per year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Finance Committee Entity Name: Daman Lydick Investments LTD Investment related: No Address: 5912 Dallas, TX Nature of the other business: Family Limited Partnership Position/Title/Relationship: Other Start Date: 03-Oct-2013 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Passive owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-25 |
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