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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| CA | RA | APPROVED | 2022-04-16 |
Branch Locations
1888 Century Park E, Floor 5, Los Angeles, CA 90067 • United States
270 Park Avenue 23Rd Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Santa Monica | CA | 08/2019 | 01/2022 |
| Kenyon College Housing And Residential Life | Gambier | OH | 08/2017 | 05/2018 |
| Dimensional Fund Advisors | Santa Monica | CA | 06/2018 | 08/2018 |
| Kenyon College Department Of Economics | Gambier | OH | 03/2017 | 05/2017 |
| Kenyon College Department Of Economics | Gambier | OH | 09/2018 | 12/2018 |
| Harvest Moon Kitchen | Valley Village | CA | 06/2017 | 08/2017 |
| Kenyon College | Gambier | OH | 08/2015 | 05/2019 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 02/2022 | Present |
| Jpmorgan Securities Llc | Los Angeles | CA | 02/2022 | Present |
| Unemployed | Studio City | CA | 06/2019 | 07/2019 |
| Subjective Apparel Llc | Studio City | CA | 02/2024 | 12/2025 |
| Arete Coffee Llc | Studio City | CA | 02/2026 | Present |
Entity Name: Arete Coffee LLC Investment related: No Address: Private Residence Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 02/28/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Selling coffee online direct to consumers. My responsibilities are to oversee online sales. This is not connected to my role at JPMorganChase. Entity Name: Wickers Lacrosse Inc. Investment related: No "Address: Santa Monica, CA 90405 wixlax.com" Nature of the other business: E-commerce Position/Title/Relationship: Owner/Partner Start Date: 09/01/2021 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company manufactures and sells lacrosse gloves online. This is not similar to my role at JPMC nor is there any connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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