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Red Hook, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-02-27 |
| NY | RA | APPROVED | 2021-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Kingston | NY | 07/2017 | 06/2021 |
| J.P. Morgan Securities Llc. | Kingston | NY | 09/2019 | 06/2021 |
| Over The River Farm | Rhinbeck | NY | 06/2017 | 05/2018 |
| Emerson Resort & Spa | Mt Tremper | NY | 02/2018 | 04/2018 |
| New Paltz Bus Depot | Kingston | NY | 08/2015 | 06/2017 |
| Seeds Design | Red Hook | NY | 08/2015 | 05/2017 |
| Third Eye Associates, Ltd. | Red Hook | NY | 12/2021 | Present |
| Third Eye Associates, Ltd. | Red Hook | NY | 06/2021 | Present |
1. ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: (SELF) POSITION: OWNER START DATE: 4/13/2020 ADDRESS: 450 Hurley, NY DETAILS: SELLING ITEMS ON EBAY. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 10 HOURS DURING TRADING: 0 2. ACTIVITY TYPE: INSURANCE AGENT NAME OF ENTITY: (SELF) POSITION: AGENT START DATE: 10/15/2020 ADDRESS: 450 Hurley, NY DETAILS: LIFE INSURANCE AGENT INVESTMENT RELATED: YES HOURS DEDICATED: 20 HOURS/YEAR HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-17 |
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