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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED | 2022-10-14 |
Branch Locations
4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ 85018-2719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Scottsdale | AZ | 07/2021 | Present |
| Jpmorgan Chase Bank Na | Scottsdale | AZ | 07/2021 | Present |
| Chacon, Diaz, & Di Virgilio Wealth Management | Gainesville | FL | 12/2020 | 06/2021 |
| Mississippi Braves | Pearl | MS | 02/2019 | 08/2019 |
| Mississippi Golf Association | Pearl | MS | 08/2018 | 02/2019 |
| Delta State University | Cleveland | MS | 08/2016 | 05/2018 |
| University Of Florida | Gainesville | FL | 08/2019 | 05/2021 |
| Unemployed | Ridgeland | MS | 06/2018 | 07/2018 |
Entity Name: Holy Trinity Greek Orthodox Cathedral Investment related: Yes Address: 1973 E Maryland Ave, Phoenix, AZ 85016 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The organization is a church (non-profit). I currently am a member on the parish council, and am the treasurer for the church. My role consists of managing the church's budget, forecasting the church's finances for the foreseeable future, and communicating the church's financial position to the parishioners on a quarterly basis. The church does have it's operating accounts and an investment account. I have no authority on these accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-22 |
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