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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2025-02-19 |
Branch Locations
2293 Kingsley Ave, Orange Park, FL 32073 • United States
4495 Roosevelt Blvd, Ste 407, Jacksonville, FL 32210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A./Merrill Lynch, Pierce, Fenner & Smith Inc | Jacksonville | FL | 09/2018 | 02/2025 |
| Us Army National Gaurd | Starke | FL | 12/2010 | Present |
| Fidelis Freight | Jacksonville | FL | 05/2017 | 06/2018 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 02/2025 | Present |
Entity Name: US Army National Gaurd Investment related: No "Address: OCS Detachment, 211th RTI-FL 5629 State Road 16 West Starke, FL, 32091" Nature of the other business: US Military Position/Title/Relationship: Employee/Contractor Start Date: 12/29/2010 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Fl National Gaurd. I'm currently an Officer Candidate training to be an officer in the Fl National Gaurd
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-03 |
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