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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-31 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dallas | TX | 05/2016 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 07/2018 | Present |
| J.P. Morgan Securities Llc | Dallas | TX | 07/2018 | Present |
Entity Name: Castlerock Self Storage Rockwall Holdco 2022 LLC Investment related: No "Address: c/o Capital Hinze LLC 4425 Stanford Ave. Dallas, TX 75225" Nature of the other business: Storage Units Position/Title/Relationship: Owner/Partner Start Date: 06/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: No connection to JPMC, no responsibilities Simply desire to purchase 100 membership units ($100,000 investment) in the LLC which will invest in a standalone self storage property east of Rockwall, Texas"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-22 |
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