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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
17157 Harlem Ave, Tinley Park, IL 60477 • United States
3200 S Chicago Rd, Ste A, South Chicago Heights, IL 60411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tinley Park | IL | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Tinley Park | IL | 02/2026 | Present |
| Summit School District 161 | Frankfort | IL | 11/2021 | Present |
| Arbor School District 161 | Oak Forest | IL | 02/2019 | Present |
| Community Consolidated School District 146 | Tinley Park | IL | 10/2018 | Present |
| Illinois Department Of Human Services | Chicago Heights | IL | 03/2018 | Present |
| Bank Of America Merrill Lynch | Tinley Park | IL | 09/2019 | 02/2026 |
| Kirby School District 140 | Tinley Park | IL | 02/2018 | 05/2024 |
| Orland Park School District 135 | Tinley Park | IL | 01/2018 | 12/2023 |
| Mokena School District 159 | Mokena | IL | 11/2021 | 11/2021 |
| Tcf | Tinley Park | IL | 04/2018 | 10/2019 |
| Aden Center | Bridge View | IL | 02/2017 | 09/2018 |
| Victoria's Secret Stores Llc | Orland Park | IL | 03/2018 | 08/2018 |
| Moraine Valley Community College | Palos Hills | IL | 01/2017 | 05/2018 |
| Gap Inc | Orland Park | IL | 10/2016 | 03/2018 |
| Help At Home/Oxford Health | Homewood | IL | 01/2016 | 11/2017 |
| Forever 21 | Orland Park | IL | 11/2015 | 04/2017 |
| Express | Orland Park | IL | 05/2016 | 10/2016 |
| Macy's Inc | Orland Park | IL | 05/2016 | 09/2016 |
Entity Name: illinois department of human services Investment related: No "Address: 1010 Dixie Hwy, 4th Floor Chicago Heights, IL 60411" Nature of the other business: Government Position/Title/Relationship: Employee/Contractor Start Date: 03/01/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: personal assistant Entity Name: summit school district 161 Investment related: No "Address: 20100 S Spruce Dr Frankfort, IL 60423" Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 11/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: substitute teacher Entity Name: community consolidated school district 146 Investment related: No Address: 6611 W 171st St, Tinley Park, IL 60477 Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: substitute teacher Entity Name: arbor school district 161 Investment related: No "Address: 17303 Central Ave. Oak Forest, IL 60452" Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 02/01/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: substitute teacher
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-28 |
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