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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
| FL | RA | APPROVED | 2024-10-23 |
Branch Locations
2448 Pine Ridge Rd, Naples, FL 34109 • United States
3693 Santa Barbara Blvd, Naples, FL 34104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Naples | FL | 03/2017 | Present |
| City Of Naples Airport Authority | Naples | FL | 12/2005 | 03/2017 |
| J.P. Morgan Securities Llc | Naples | FL | 07/2019 | Present |
| Trustwatch Llc | Bonita Springs | FL | 06/2022 | Present |
Entity Name: TRUSTWATCH LLC Investment related: Yes "Address: 12130 MAIDEN LN BONITA SPRINGS, FL 34135" Nature of the other business: Cleaning Business Position/Title/Relationship: Employee/Contractor Start Date: 06/06/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The business is a residential and commercial cleaning business. My responsibilities are minor, oversee the finances of the business and accounts payable.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-05 |
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