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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
| MT | RA | APPROVED | 2024-07-19 |
Branch Locations
3115 N Montana Ave, Helena, MT 59602 • United States
1640 N 19Th Ave, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bradesco Bank | Sao Paulo | 08/2002 | 09/2016 | |
| J.P. Morgan Securities Llc | Los Angeles | CA | 05/2018 | 02/2020 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 04/2018 | 02/2020 |
| Unemployed | Los Angeles | CA | 10/2016 | 03/2018 |
| J.P. Morgan Securities Llc | Bozeman | MT | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Bozeman | MT | 08/2022 | Present |
| Unemployed | Los Angeles | CA | 03/2020 | 07/2022 |
| Amway Corporation | Ada | MI | 04/2023 | 08/2023 |
Entity Name: Portuguese and English Private Tutor / Books writer Investment related: No "Address: San Diego - CA 92104" Nature of the other business: Tutoring Position/Title/Relationship: Owner/Partner Start Date: 11/13/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: - Teach people of all ages Portuguese and English. - Write books about a variety of topics such as Balance Exercises for Seniors, Wall Pilates, languages, etc."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-12 |
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