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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
201 E Las Olas Suite 2400, Ft. Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch | Fort Lauderdale | FL | 06/2019 | 09/2024 |
| Fifth Third Bank | Cincinnati | OH | 06/2016 | 05/2019 |
| J.P. Morgan Securities Llc | Fort Lauderdale | FL | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Lauderdale | FL | 09/2024 | Present |
| Smillie And Son Management, Llc | Jupiter | FL | 06/2022 | Present |
| Holland Drive Llc | North Palm Beach | FL | 09/2025 | Present |
Entity Name: PERMnet Inc. Investment related: No Address: 1521 CONCORD PIKE SUITE 201 WILMINGTON, DE 19803 Nature of the other business: Healthcare Position/Title/Relationship: Owner/Partner Start Date: 06/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: PERMnet Inc. is a healthcare software company, no connection to JPM. My role is simply as an investor in a startup venture investment. This will require 0 hours per week and no active role. This is not similar to my firm role. Entity Name: Holland Drive LLC Investment related: No Address: 618 US HIGHWAY 1 SUITE 409 NORTH PALM BEACH, FL 33408 No website Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/12/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Simple real estate holding company entity, which will own a single townhouse rental property. Passive rental activity with no active management responsibilities, no connection to JP Morgan Chase. Name of outside business organization: SMILLIE & SON MANAGEMENT, LLC Investment related: N Address of business: 12919 169th CT N Jupiter Florida, 33478 Nature of business: Rental Property Position, title, association: Owner Start date of relationship: 06/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Purpose: Rental property LLC for the purpose of managing the income and expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
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