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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Boston | MA | 06/2019 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 08/2021 | Present |
| The Juice Press | Boston | MA | 10/2018 | 06/2019 |
| Emmanuel College | Boston | MA | 09/2016 | 05/2020 |
| Law Offices Of Rachel L Tolley Pa | Coral Gables | FL | 06/2017 | 06/2017 |
| Flat Fee Property Management Llc | Key Biscayne | FL | 08/2023 | 08/2025 |
| Mg Buildco Llc | Miami | FL | 09/2025 | Present |
| Ims Ventures Llc | Miami | FL | 09/2025 | Present |
Entity Name: IMS Ventures LLC Investment related: No Address: Miami, FL Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: ecommerce business selling beach towels on Amazon, eBay, Shopify and other platforms Entity Name: MG BuildCo LLC Investment related: No Address: Miami, FL Nature of the other business: Project Management Position/Title/Relationship: Owner/Partner Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Independent contracted project management company. I'm listed as a member on the state registration but have little to no involvement in the operations of the business. Effective 9/19/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
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