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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-27 |
| TX | RA | APPROVED | 2018-04-27 |
Branch Locations
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
Paoli, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Radnor | PA | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 11/2016 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 04/2018 | Present |
| Jpmorgan Securities, Llc. | Philadelphia | PA | 04/2018 | Present |
| Ojos Locos (Via Radcliffe Lp) | New York | NY | 08/2022 | Present |
| Llr | Philadelphia | PA | 02/2024 | Present |
| Blackstone Strategic Partners Lp | New York | NY | 02/2024 | Present |
Entity Name: Stamm Development Group Investment related: No Address: STAMM DEVELOPMENT GROUP LLC 900 E ATLANTIC AVE, STE 5 DELRAY BEACH, FL 33483 Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 12/18/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Home builder hat owns a framing and foundation co. Entity Name: Blackstone Strategic Partners LP Investment related: Yes Address: 345 Park Ave, New York, NY 10154 Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 02/28/2024 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: private equity fund . i am small LP (less thn 1%) passive investment Entity Name: LLR Investment related: Yes "Address: Cira Centre 2929 Arch Street, Philadelphia, PA 19104" Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 02/28/2024 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: PE fund. i am a small (less than 1%) passive LP Entity Name: Project ZBS Investment related: Yes "Address: 95 wall st NY NY 10005" Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 07/28/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: i will be a LP investor in a private equity fund. Entity Name: Ojos Locos (via Radcliffe LP) Investment related: Yes "Address: 347 Bowery Fl 2 NY NY 10003" Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 08/25/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: restaurants serving the LATAM community. passive LP investment. less than 1% ownership. no active role. Entity Name: RTW Investment related: Yes Address: Paoli, Pennsylvania 19301 Nature of the other business: Investment Position/Title/Relationship: Employee/Contractor Start Date: 05/25/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LP fund on JPM Platform Entity Name: Barnes Foundation Investment related: Yes "Address: 2025 Benjamin Franklin Parkway Philadelphia, Pennsylvania 19130 barnesfoundation.org" Nature of the other business: Foundation Position/Title/Relationship: Employee/Contractor Start Date: 05/11/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: non-board member but member of fin. comm. (advisory) Entity Name: Rowan University Foundation Board Investment related: Yes Address: rowan university foundation 20 Mullica Hill Road Glassboro NJ 08028 Nature of the other business: Support of Rowan University Position/Title/Relationship: Board Member Start Date: 01-Jan-2014 Approximate # of hours a month: one meeting per quarter plus phone calls Approximate # of hours during securities trading hours: 5 hours pe rquarter Briefly describe your duties: Board Member, Chair, Investment Committee Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-16 |
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