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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Boston | MA | 09/2021 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 12/2024 | Present |
| Wells Fargo Bank | Philadelphia | PA | 07/2011 | 09/2021 |
| Villanova University | Villanova | PA | 08/2018 | 05/2020 |
| Ceba Investments, Llc | Hingham | MA | 12/2011 | Present |
Entity Name: CEBA Investments, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner Partner Start Date: 12/07/2011 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a holding company for 4 properties (single-unit each) that I own. I am the sole principal for the LLC and report each year as part of my personal tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-30 |
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