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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2014-12-03 |
| TX | RA | APPROVED | 2014-11-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | White Plains | NY | 11/2014 | Present |
| Neighborcom, Llc. | New York | NY | 09/2017 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | White Plains | NY | 11/2014 | Present |
Entity Name: The D'Antoni Family Trust I & II Investment related: No Address: Private Residence Nature of the other business: Trust Position/Title/Relationship: Advisor/Officer Start Date: 09/29/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the Trustee to the trusts. They solely hold real estate and have no connection to JP Morgan Chase.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-27 |
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