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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-15 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Dallas | TX | 01/2009 | 03/2019 |
| Bank Of America, N.A. | Dallas | TX | 01/2009 | 03/2019 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 03/2019 | Present |
| Jpmorgan Securities, Llc. | Dallas | TX | 03/2019 | Present |
Entity Name: Three Grapes Inc. / Rose Gold Wine Investment related: N "Address: 5950 Berkshire Lane #1300 Dallas, TX 75225 www.rosegoldwine.com " Nature of the other business: Vineyard Position/Title/Relationship: owner/partner Start Date: 11/12/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: I am only a financial investor. I will have no other role at the company. The owner is an old friend of mine so just trying to show my support Effective 3/15/2019 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-10 |
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