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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-31 |
| TX | RA | APPROVED_RES | 2022-01-18 |
Branch Locations
1450 Brickell Avenue 15Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Coral Gables | FL | 02/2013 | 01/2022 |
| J.P. Morgan Securities Llc | Miami | FL | 01/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 01/2022 | Present |
| Cityline Partners, Llc | Miami | FL | 08/2020 | Present |
| West Palm Partners Llc | Miami | FL | 12/2021 | Present |
Entity Name: West Palm Partners LLC Investment related: No "Address: 7661 SW 89th Ave Miami, FL 33173" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A group of my father's friends pooled funds together in an LLC to passively invest in a real estate development in Dania Beach, FL. The developer is 'The Estates Group' and the owner is a longtime friend of my father and his associates. Entity Name: Cityline Partners LLC Investment related: No "Address: 7661 SW 89th Ave Miami, FL 33173" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/24/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A group of my father's friends pooled funds together in an LLC to passively invest in a real estate development in Dania Beach, FL. The developer is 'The Estates Group' and the owner is a longtime friend of my father and his associates. I am one of the investors and managing member of the LLC. Effective 1/18/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-21 |
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