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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| CO | RA | APPROVED | 2022-10-17 |
Branch Locations
165 Stephens Way, Silverthorne, CO 80498 • United States
141 E Meadow Dr Ste 202, Vail, CO 81657 • United States
82 E Beaver Creek Blvd Unit 114-A, Avon, CO 81620 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Aspen | CO | 12/2020 | 11/2022 |
| J.P. Morgan Securities Llc | Aspen | CO | 12/2020 | 11/2022 |
| Bravo!Vail | Vail | CO | 09/2019 | 04/2026 |
| Gethappy | Mequon | WI | 09/2010 | 04/2018 |
| Lindsay Erickson | Cedarburg | WI | 09/2010 | 04/2018 |
| Gethappy | Avon | CO | 04/2018 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Vail | CO | 11/2022 | Present |
| J.P. Morgan Securities Llc | Vail | CO | 11/2022 | Present |
| Violin Teacher | Avon | CO | 09/2010 | Present |
Entity Name: Violin Teacher Investment related: No "Address: Avon, CO 81620" Nature of the other business: Music Position/Title/Relationship: Employee/Contractor Start Date: 09/01/2010 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I teach children how to play the violin.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-02 |
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