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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED | 2024-03-28 |
Branch Locations
201 E Las Olas Suite 2400, Ft. Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na. | Fort Lauderdale | FL | 12/2018 | Present |
| J.P. Morgan Securities Llc | Fort Lauderdale | FL | 12/2018 | Present |
| Bank Of Ny Mellon Wealth Management | Boca Raton | FL | 10/2016 | 12/2018 |
| Unemployed | Buffalo | NY | 06/2016 | 10/2016 |
Entity Name: Paint Smart Inc. Investment related: Yes Address: Deerfield Beach, Florida Nature of the other business: Business activities include painting, carpentry, handy man activities and renovations Position/Title/Relationship: Officer/Secretary Start Date: 14-Oct-2003 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sign on behalf of the business's bank account and remit payments for bills due from the company. I am not involved in the day to day activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-22 |
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