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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| OK | RA | APPROVED | 2021-08-30 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
521 E 2Nd St Floor 07, Tulsa, OK 74120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tulsa | OK | 07/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Tulsa | OK | 07/2021 | Present |
| J.P. Morgan Chase & Co. | Tulsa | OK | 06/2020 | 08/2020 |
| Equipment World, Inc. | Catoosa | OK | 07/2019 | 08/2019 |
| Equipment World, Inc. | Catoosa | OK | 05/2018 | 08/2018 |
| Southern Hills Country Club | Tulsa | OK | 05/2017 | 08/2017 |
| Oklahoma State University | Stillwater | OK | 08/2017 | 05/2021 |
| Unemployed | Tulsa | OK | 06/2021 | 06/2021 |
| Unemployed | Tulsa | OK | 06/2011 | 04/2017 |
Entity Name: Foundation for Tulsa Schools Investment related: Yes "Address: 3027 S New Haven Ave, Tulsa, OK 74114. https://foundationfortulsaschools.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Foundation for Tulsa Schools provides support to Tulsa Public Schools. I serve on the Finance & Audit committee, whose role is to provide financial oversight, determine investment strategy for FTS investment portfolio, and identify opportunities to optimize capital through tax and accounting policy. There are no connections to JPMC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
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