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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | New York | NY | 02/2023 | 03/2024 |
| Jpmorgan Securities Llc | New York | NY | 02/2023 | 03/2024 |
| Transperfect | London | 06/2022 | 08/2022 | |
| Boathouse Capital | Wayne | PA | 06/2021 | 08/2021 |
| Mccloskey Financial Group | Wayne | PA | 01/2021 | 06/2021 |
| Hampton River Partners | Austin | TX | 06/2020 | 08/2020 |
| University Of Pennsylvania | Philadelphia | PA | 09/2018 | 12/2022 |
| Unemployed | Philadelphia | PA | 02/2013 | 08/2018 |
| Unemployed | Philadelphia | PA | 01/2023 | 01/2023 |
| Nations Financial Group | Wayne | PA | 06/2024 | Present |
Entity Name: Squash Dreamers Investment related: Yes Address: Manhattan, New York 10022 https://www.squashdreamers.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member and Treasurer Start Date: 06/23/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Squash Dreamers is a U.S. registered 501(c)(3) based in Amman, Jordan that provides a youth enrichment program centered around squash, English lessons and mindfulness to refugee girls. McCloskey Financial Group. It is investment related. 115 Bloomingdale Ave. Wayne, PA 10987. DBA to offer Investment and Advisory Services. Registered Associate. 6/17/24. Full Time-40 Hours per week. 35 Hours per week. Office duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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