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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-11 |
| TX | RA | APPROVED | 2023-01-11 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co Llc | Philadelphia | PA | 06/2020 | 11/2022 |
| Goldman Sachs & Co Llc | Philadelphia | PA | 06/2019 | 08/2019 |
| Bank Of America / Merrill Lynch | Blue Bell | PA | 09/2018 | 12/2018 |
| Mondrian Investment Partners | Philadelphia | PA | 06/2018 | 09/2018 |
| Wescott Financial Advisory Group | Philadelphia | PA | 05/2017 | 09/2017 |
| Villanova University | Villanova | PA | 08/2016 | 05/2020 |
| Dunkin' Brands, Inc. | Sewell | NJ | 06/2013 | 10/2016 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 12/2022 | Present |
| J.P. Morgan Securities Llc | Philadelphia | PA | 12/2022 | Present |
| Mg2 Brands Llc | Mullica Hill | NJ | 08/2024 | Present |
Entity Name: MG2 Brands LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/20/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family owned LLC for holding family property. Responsibilities are not similar to JPMC and there is no connection to JPMC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
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