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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED | 2024-03-19 |
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 Chase Bank, N.A. | Scottsdales | AZ | 07/2018 | Present |
| Divvee Social | Provo | UT | 08/2016 | 09/2016 |
| Art City Trolley | Springville | UT | 10/2016 | 05/2018 |
| Byu Finance Society | Provo | UT | 09/2017 | 04/2018 |
| Unemployed | Provo | UT | 05/2018 | 07/2018 |
| Jp Morgan Private Bank | Denver | CO | 05/2017 | 08/2017 |
| Dane Taylor And Brooklyn Taylor Revocable Trust | Scottsdale | AZ | 11/2021 | Present |
| Casa Selena Llc | Phoenix | AZ | 01/2026 | Present |
Entity Name: Casa Selena LLC Investment related: No Address: Phoenix, AZ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential rental home. Entity Name: Crumbl Investment related: No "Address: 2827 W Peoria Ave, Phoenix, AZ 85029 and 4747 E Bell Road Ste 9, Phoenix, AZ 85032" Nature of the other business: Bakery Position/Title/Relationship: Owner/Partner Start Date: 02/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Crumbl is a franchise that sells cookies all over the country. I am purchasing/investing in two franchise locations in Arizona. I will not be involved in day-to-day operations. As far as I am aware, there is no connection to JPMC. Entity Name: Dane Taylor and Brooklyn Taylor Revocable Trust Investment related: N Address: 9100 E Raintree Dr Unit 244, Scottsdale, AZ 85260 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Running an Airbnb through my condo. My responsibilities include renting it out.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-26 |
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