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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-06-17
MI RA APPROVED 2012-12-11
  • TX RA
    APPROVED_RES
    Since 2015-06-17
  • MI RA
    APPROVED
    Since 2012-12-11

Branch Locations

320 Howard Street, Petoskey, MI 49770 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Petoskey MI 10/2012 Present
Albatross Operations, Llc Grand Rapids MI 07/2014 11/2020
Jpmorgan Chase Bank, Na. Petoskey MI 07/2005 Present
Fur Seasons Pet Resort Llc Petoskey MI 12/2025 Present
Aio Holdings Llc Petoskey MI 12/2025 Present
  • 10/2012 → Present
    Petoskey, MI
  • 07/2014 → 11/2020
    Albatross Operations, Llc
    Grand Rapids, MI
  • 07/2005 → Present
    Jpmorgan Chase Bank, Na.
    Petoskey, MI
  • 12/2025 → Present
    Fur Seasons Pet Resort Llc
    Petoskey, MI
  • 12/2025 → Present
    Aio Holdings Llc
    Petoskey, MI
Other Businesses

Entity Name: Fur Seasons Pet Resort LLC Investment related: No Address: Private Residence Nature of the other business: Pet Services Position/Title/Relationship: Owner/Partner Start Date: 12/03/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This will be a pet boarding business owned by my family. It will be run by my husband and daughter. I will not be active in the operations. It has no connection with JPMorgan Chase. Entity Name: AIO Holdings LLC Investment related: No Address: Private Residence Nature of the other business: Pet Services Position/Title/Relationship: Owner/Partner Start Date: 12/03/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a business property holding company for a family pet boarding business. I will not be active in the operations of the business. I am a co-Member of the LLC. It will be run by my husband and daughter. There is no connection to JPMorgan Chase.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-05
S63 Uniform Securities Agent State Law Examination 2005-08-09
  • S66 Uniform Combined State Law Examination
    2012-12-05
  • S63 Uniform Securities Agent State Law Examination
    2005-08-09
Other Names
  • Lori M Otvos
  • Lori M Komondy

View on SEC IAPD

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