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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-12 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Njd Lakehouse Llc | Hillsboro | MO | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 09/2019 | 07/2021 |
| The America Group | Creve Couer | MO | 06/2018 | 07/2019 |
| Schnucks | Columbia | MO | 08/2017 | 05/2018 |
| Darden Restaurants, Inc | Columbia | MO | 08/2016 | 12/2016 |
| Bank Of America, N.A | Clayton | MO | 09/2019 | 07/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2021 | 08/2023 |
| Vanguard Advisers, Inc | Scottsdale | AZ | 08/2021 | 08/2023 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 08/2021 | 08/2023 |
| J.P. Morgan Securities Llc | Chandler | AZ | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Chandler | AZ | 09/2023 | Present |
| Unv Of Missouri-Columbia | Columbia | MO | 08/2016 | 05/2019 |
| Unemployed | St Louis | MO | 08/2019 | 08/2019 |
| Duepner Investments Llc | Chandler | AZ | 04/2025 | Present |
Entity Name: NJD Lakehouse LLC Investment related: No Address: Hillsboro MO Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC created with my sister to hold one property in Missouri that was recently inherited. No active renting/leasing of property Entity Name: Duepner Investments LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/29/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is my own LLC. Will be used for rental real estate investing for myself. No other members of the LLC and no other plans or purpose. Not a similar role to my current role with JP Morgan, no connection to the firm either.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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