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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 07/2021 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 07/2021 | 05/2024 |
| America Reads | New York | NY | 09/2018 | 03/2021 |
| Jp Morgan Chase And Co | San Ramon | CA | 06/2020 | 08/2020 |
| Nostra | San Francisco | CA | 06/2019 | 08/2019 |
| New York University | New York | NY | 08/2017 | 05/2021 |
| Golden State Concepts Usa | Fremont | CA | 05/2018 | 06/2018 |
| Unemployed | San Ramon | CA | 06/2021 | 06/2021 |
| Unemployed | San Ramon | CA | 06/2011 | 07/2017 |
| Vivaldi Capital Management | Chicago | IL | 05/2024 | 06/2026 |
| Corient | Chicago | IL | 06/2026 | Present |
Name of business: Rover. Investment related: No. Nature of business: Dog walking. Start date: 11/01/2025. Hours per month devoted to this business: 5-10. Hours per month devoted to this business during trading hours: 0. Description of duties: Dog sits on weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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