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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-21 |
| TX | RA | APPROVED | 2022-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Denver | CO | 07/2018 | Present |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 07/2018 | Present |
| Crestone Capital | Boulder | CO | 06/2017 | 08/2017 |
| Unemployed | Denver | CO | 09/2016 | 05/2017 |
| Unemployed | Denver | CO | 09/2017 | 07/2018 |
Entity Name: Ronald McDonald House Charities Denver Investment related: No "Address: 1300 E 21st Ave, Denver, CO 80205 https://rmhc-denver.org/" Nature of the other business: Charities Position/Title/Relationship: Board Member Start Date: 01/01/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Ronald McDonald House Charities Denver provides free housing services to out of town families with seriously ill children needing care from a Denver based hospital. As a board member, I'd be helping with strategic initiatives. JPM Private Bank managed the investments for this charity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
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