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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 03/2015 | 08/2026 |
| J.P. Morgan Chase Bank, N.A. | Atlanta | GA | 03/2015 | 08/2026 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 08/2026 | Present |
(1) Leary Properties LLP / Not Investment Related / Atlanta, GA / Timber Tracts / Owner, Partner / Start 30-December-2010 / 0-10 hours devoted monthly / 0 during trading / Limited Partner - No responsibilities, but I serve as Financial Advisor for small investment account custodied at JP Morgan. (2) Izard Investments LLP / Investment Related / Tampa, FL / Personal and Family Planning / Owner, Partner / Start 04-January-2021 / 0-10 hours devoted monthly / 0 during trading / I own approximately 32% passive LP interest in what functions as family investment partnership with my sister and brother. The partnership has a general partner, Triple Eye Ventures, LLC, in which I hold a one-third member interest, but I am not a manager. Consequently, I have no responsibilities. (3) Triple Eye Ventures, LLC / Investment Related / Tampa, FL / Partial Owner / Start 10-July-2015 / 0 hours / The entity's primary function is as Manager of Izard Investments LLLP, a family limited partnership. The entity owns approximately 2.3% of Izard Investments, as well as non-income producing real estate (e.g. recreational property). have no direct responsibilities - my brother and sister act as co-managers. I am a member, but no management role. I am Financial Advisor for the Izard Investments LLLP UMA account at JPMS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-29 |
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