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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-09 |
| WA | RA | APPROVED | 2024-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 08/2024 | Present |
| J.P. Morgan Securities Llc | Seattle | WA | 08/2024 | Present |
| Homestreet Bank | Seattle | WA | 07/2023 | 07/2024 |
| First Sound Bank | Seattle | WA | 04/2019 | 06/2023 |
| Us Bank | Seattle | WA | 07/2017 | 04/2019 |
| University Of Oregon | Eugene | OR | 09/2013 | 06/2017 |
| Charlie's Produce Triple B | Seattle | WA | 07/2016 | 09/2016 |
| Samuel And Althea Stroum Jewish Community Center | Mercer Island | WA | 01/2009 | 05/2018 |
Entity Name: Boys and Girls Club of King County Investment related: No Address: 4120 86th Ave SE Mercer Island WA 98040 Nature of the other business: Nonprofit Position/Title/Relationship: Employee/Contractor Start Date: 07/21/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Independant contractor, coach and summer camp organizer. My responsibilities will be to run camps with the boys and girls club. The role is not similar to my JPMorgan Chase role, and there is no connection to JPMorgan Chase. Entity Name: Mercer Island School District Investment related: No Address: 4160 86th Ave SE Mercer Island WA 98040 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 06/01/2026 Approximate # of hours a week: More than 20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be a contract employee of the school district, acting as the head coach of the Mercer Island High School football team. My role is to coach, and manage the football program. I will sit at the top of the football organizational chart and will report to the athletic director and district administration. The role is not at all similar to my current role, and there is no connection between Mercer Island School District and JPMorgan Chase. (1) Minority Ownership in Federal Way Self Storage Investors, LLC. This is a passive real estate investment that was received via a UGMA account in 2024. The management company's address is 8451 SE 68th St, Suite 200, Mercer Island, WA 98040. I devote 0 hours annually to this, and have no duties related to this. (2) Minority ownership in North Seattle Professional Center, LLC. This is a passive real estate investment that was received via the Azose Children Trust in 2024. The management company's address is 8451 SE 68th St, Suite 200, Mercer Island, WA 98040. I devote 0 hours annually to this, and have no duties related to this.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
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