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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-06 |
| OH | RA | APPROVED | 2024-06-27 |
Branch Locations
7979 Plaza Blvd, Mentor, OH 44060 • United States
8501 Tanglewood Square, Chagrin Falls, OH 44023 • United States
5332 Mayfield Rd, Lyndhurst, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Mentor | OH | 06/2019 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Mentor | OH | 06/2019 | 08/2024 |
| Unemployed | Mentor On The Lake | OH | 12/2018 | 05/2019 |
| Jpmorgan Chase Bank, N.A. | Cleveland | OH | 10/2012 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Chagrin Falls | OH | 08/2024 | Present |
| J.P. Morgan Securities Llc | Chagrin Falls | OH | 08/2024 | Present |
| Cmd Logistics Llc | Mentor | OH | 01/2020 | Present |
Entity Name: CMD Logistics LLC Investment related: No Address: Private Residence Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 01/13/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: CMD Logistics LLC is a limited liability company engaged in third-party e-commerce retail as a reseller on the Amazon marketplace. The company sources and purchases products for resale and manages product selection, pricing, and online listings. Order fulfillment, shipping, and returns are handled through Amazon’s fulfillment services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-25 |
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