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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2024-03-11 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Philadelphia | PA | 05/2005 | Present |
| Jpmorgan Chase Bank Na | Philadelphia | PA | 11/2016 | Present |
Entity Name: Friends Select School Investment related: Yes Address: 17th & Benjamin Franklin Parkway, Philadelphia, PA 19103 Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 11/06/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Looking to serve as an unpaid member of the investment committee- I would not be a board member in this role. I would not have discretion over asset allocation etc but serve as a member of the 6 person committee. The committee meets with their investment advisor 4 times a year for an hour. The role would be limited to this time commitment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-12 |
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