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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| OH | RA | APPROVED | 2022-05-12 |
Branch Locations
8044 Montgomery Rd Floor 02, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Cleveland | OH | 09/2006 | Present |
| Jpmorgan Chase Bank Na | Cleveland | OH | 11/2016 | Present |
Entity Name: Urban Community School Investment related: Yes Address: 4909 Cleveland, Ohio http://www.urbancommunityschool.org/ Nature of the other business: Not profit school Position/Title/Relationship: Board Member Start Date: 01-Oct-2014 Approximate # of hours a month: 8 hours per year Approximate # of hours during securities trading hours: 2 hour per quarter Briefly describe your duties: Board Member / Finance Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-28 |
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