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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED_RES | 2024-07-31 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | New York | NY | 10/2013 | 08/2018 |
| Bank Of America Private Bank | New York | NY | 08/2018 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2024 | Present |
| J.P. Morgan Securities Llc | New York | NY | 07/2024 | Present |
| Birddogs Inc. | New York | NY | 04/2014 | Present |
Entity Name: Birddogs Inc. Investment related: No "Address: 15 West 18th Street | New York, NY 10011 https://www.birddogs.com/" Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 04/15/2014 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Business: E-commerce men's apparel company My responsibilities: No official or unofficial roles and/or responsibilities; silent investor"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-29 |
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