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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-16
OK RA APPROVED 2021-08-30
  • TX RA
    APPROVED
    Since 2022-11-16
  • OK RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2021 → Present
    Tulsa, OK
  • 07/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Tulsa, OK
  • 06/2020 → 08/2020
    J.P. Morgan Chase & Co.
    Tulsa, OK
  • 07/2019 → 08/2019
    Equipment World, Inc.
    Catoosa, OK
  • 05/2018 → 08/2018
    Equipment World, Inc.
    Catoosa, OK
  • 05/2017 → 08/2017
    Southern Hills Country Club
    Tulsa, OK
  • 08/2017 → 05/2021
    Oklahoma State University
    Stillwater, OK
  • 06/2021 → 06/2021
    Unemployed
    Tulsa, OK
  • 06/2011 → 04/2017
    Unemployed
    Tulsa, OK
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-30
  • S66 Uniform Combined State Law Examination
    2021-08-30

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