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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-12 |
Branch Locations
8181 Communications Pkwy Bldg A, Plano , TX 75024 • United States
420 Throckmorton St, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 05/2021 | Present |
| J.P. Morgan Securities Llc | Fort Worth | TX | 05/2021 | Present |
| Ylang23 | Dallas | TX | 08/2018 | 04/2021 |
| Neiman Marcus | Fort Worth | TX | 02/2018 | 08/2018 |
| Michael Kors | Hurst | TX | 12/2012 | 03/2020 |
| Michael Kors | Hurst | TX | 08/2021 | 09/2022 |
| Michael Kors | Fort Worth | TX | 11/2022 | 02/2023 |
| Oliva Willow Designs | North Newton | KS | 05/2023 | Present |
| Michael Kors - Capri Holdings | Fort Worth | TX | 11/2023 | 01/2024 |
| Marvin Gerbrand Dba Kansas Refridgerated Carriers | North Newton | KY | 08/2025 | Present |
Entity Name: Marvin Gerbrand DBA Kansas Refridgerated Carriers Investment related: No Address: North Newton, KS Nature of the other business: Trucking Company Position/Title/Relationship: Employee/Contractor Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No connection to JPMC. Company is owned by my parents and they need additional help with data entry for business records. Independent trucking company. Does not overlap with current JPMC role. Entity Name: Oliva Willow Designs Investment related: No "Address: olivawillow.com, North Newton, KS 67117" Nature of the other business: Wedding Planning Position/Title/Relationship: Employee/Contractor Start Date: 05/29/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Oliva Willow operates as a wedding planning/coordination company. It is my cousin's company and I help her with wedding/event day assistance. Entity Name: AKCO LLC Investment related: No "Address: Fort Worth, TX 76103" Nature of the other business: E-commerce Position/Title/Relationship: Employee/Contractor Start Date: 07/01/2022 Approximate # of hours a month: 10-20 Approximate # of hours during securities trading hours: 10 Briefly describe your duties: This business will be a fulfillment by Amazon business. Providing goods through Amazon ordering and selling. Will be using Jungle Scout to register and operate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-26 |
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