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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-24 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 02/2009 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 05/2021 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 05/2021 | Present |
Entity Name: Hingham Historical Society` Investment related: Y "Address: 34 Main St. Hingham MA 02043 www.hinghamhistorical.org" Nature of the other business: Historical Properties Position/Title/Relationship: Board Member Start Date: 07/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The organization preserves historical artifacts and owns 3 historical properties in Hingham, MA.. I have served as a Director and now Vice President of the society. I have been asked to serve on the Finance Committee for this organization with a budget of less than $1mm. Effective 5/21/2021 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 | 1994-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-02 |
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