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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-05-21 |
| FL | RA | APPROVED | 2019-07-29 |
| TX | RA | APPROVED | 2019-07-19 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 02/2000 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 07/2019 | Present |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 07/2019 | Present |
| American Academy Of Husband Coached Childbirth | Sherman Oaks | CA | 01/2004 | 12/2021 |
1.)FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: POINCIANA PARK NEIGHBORHOOD ASSOCIATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: WEST PALM BEACH, FLORIDA 33405 POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 2/18/2013 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOARD MEMBER FOR NEIGHBORHOOD ASSOCIATION;WE WILL HOST COMMUNITY EVENTS AND FUNDRAISE TO BENEFIT THE NEIGHBORHOOD Effective 7/19/2019 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
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