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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-02-06 |
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
201 Saint Charles Ave Floor 28, New Orleans, LA 70170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New Orleans | LA | 07/2018 | Present |
| J.P. Morgan Securities Llc | New Orleans | LA | 07/2018 | Present |
| Tulane University Freeman School Of Business | New Orleans | LA | 08/2016 | 05/2018 |
Entity Name: St. George's Episcopal School Investment related: No Address: New Orleans Louisiana 70115 stgnola.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Asked to serve on the Board of Trustees. I have a client that also serves on the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-14 |
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