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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 |
| TX | RA | APPROVED_RES | 2013-09-20 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
925 Westchester Ave, West Harrison, NY 10604 • United States
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 | West Harrison | NY | 10/2012 | Present |
| Nick's Auto Service | Bronx | NY | 11/2022 | Present |
| Jpmorgan Chase Bank, N.A. | West Harrison | NY | 10/2012 | Present |
Entity Name: Nick's Auto Service Investment related: No Address: 1662 Astor Avenue Bronx, NY 10469 Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 11/30/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Property management, collection of rent, payment of property taxes Entity Name:Fordham University Mentorship Program Investment related: No Address: 113 W 60th Street New York, NY 10023 Nature of the other business: Education Position/ Title/ Relationship: Employee/Contractor Start Date: Oct 29, 2020 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Mentor current college students, assist with resume prep, interview skill etc. Fordham University is my Alma Mater and I'm not being compensated. Hours dedicated will be outside of work hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-05 |
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