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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 |
| CT | RA | APPROVED | 2014-06-06 |
| TX | RA | APPROVED | 2014-06-06 |
| NJ | RA | APPROVED | 2013-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | Present |
| Tbx Real Estate Management, Llc. | Scarsdale | NY | 09/2016 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2017 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: TBX REAL ESTATE MANAGEMEENT, LLC. POSITION: MANAGING MEMBER START DATE: 9/1/2016 ADDRESS: 26 Scarsdale, NY DETAILS: PAYING BILLS, GENERAL PROPERTY MANAGEMENT. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 3 HOURS DURING TRADING: 0 Name of Business: Chase Insurance Agency, Inc. Investment Related: Yes Address of Business: 111 E Wisconsin Ave, Milwaukee, WI 53202 Nature of Business: Affiliated licensed insurance agency Position: Director/SVP Start Date: 6/15/2017 Hours Per Month/Hours During Securities Trading Hours/Description of Duties: This activity is directly connected to financial services offered by the broker-dealer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-15 |
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