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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED | 2023-06-12 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Washinton | DC | 05/1998 | Present |
| J.P. Morgan Securities Llc | Washinton | DC | 02/2003 | Present |
Entity Name: Grace the Musical LLC Investment related: Yes "Address: 5312 N Capitol Street NW Washington DC 20001" Nature of the other business: Entertainment Position/Title/Relationship: Owner/Partner Start Date: 03/15/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The production company is producing a play called Grace the Musical that will debut in March 2022 at the Ford's Theater. I will be an investor in the play with a $25,000 commitment. Several of our clients in the DC market are investors in this play. Entity Name: Middleburg Film Festival Investment related: No Address: Middleburg Film Festival, PO box 1566 Middleburg VA www.middleburgfilm.org Nature of the other business: Film Festival Position/Title/Relationship: Treasurer Start Date: 11/3/2015 Approximate # of hours a month: 10 hours Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Responsibilities will be to serve as an ambassador for the film festival for the benefit of the Middleburg Community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-01 |
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