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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED | 2024-03-05 |
Branch Locations
4350 Congress Street Floor 01, Charlotte, NC 28209 • United States
4000 Center At Northhills St., Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Raleigh | NC | 08/2019 | Present |
| J.P. Morgan Securities Llc | Raleigh | NC | 08/2019 | Present |
| University Of North Carolina At Chapel Hil | Chapel Hill | NC | 06/2017 | 05/2019 |
| United States Army | Fort Bragg | NC | 06/2013 | 09/2017 |
| Jp Morgan | New York | NY | 06/2018 | 08/2018 |
| Holly Springs Self Storage, Llc | Chapel Hill | NC | 08/2019 | Present |
| Burnett Properties Group, Llc | Winston-Salem | NC | 09/2019 | Present |
Entity Name: Burnett Properties Group, LLC Investment related: Yes Address: 813 Winston-Salem, NC Nature of the other business: Rental Property Position/Title/Relationship: General Partner Start Date: 04-Sep-2019 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 2 Briefly describe your duties: Provide oversight to the properties when needed. Entity Name: Holly Springs Self Storage, LLC Investment related: Yes Address: 201 Chapel Hill, NC - www.burnettpropertiesgroup.com Nature of the other business: Self Storage Business Position/Title/Relationship: General Partner Start Date: 27-Aug-2019 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No involvement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-07 |
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