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400 Rella Blvd, Montebello, NY 10901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckissack & Mckissack | Long Island City | NY | 03/2015 | 10/2017 |
| Jpmorgan Chase & Co. | New York | NY | 10/2017 | Present |
Name of the Other Business: JPMorgan Chase & Co. Is the Business Investment-Related: No Address of the Other Business: 383 Madison Avenue, New York, NY 10179 Nature of the Other Business: Banking and financial services Your Position / Title / Relationship: Business Support Associate Start Date of Your Relationship: October, 2017 Approximate Number of Hours/Month Devoted to This Business: 200 hours/month Number of Hours During Securities Trading Hours: 50 hours/week Brief Description of Duties: Provide operational and administrative support to internal departments across financial service units. Responsibilities include coordinating internal workflow, assisting with reporting, and supporting compliance-related processes in a non-advisory capacity. Role is not client-facing and does not involve securities recommendations or investment advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-06 |
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