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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2024-04-08 |
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 |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | New York | NY | 09/2005 | 09/2018 |
| J.P. Morgan Investment Management | New York | NY | 07/2004 | 09/2018 |
| Jpmorgan Chase Bank Na | Washington | DC | 09/2018 | Present |
| Jpmorgan Securities Llc | Washington | DC | 09/2018 | Present |
| Investment Rental Property | New York | NY | 09/2018 | Present |
Entity Name: Rocketship Public Charter Schools Investment related: No Address: 2235 Raynolds Place SE Washington DC 20020 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/30/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Current Board member - Business committee & Treasurer. Have been asked/nominated to become the next Board Chairman. I'd continue to have access to review school financials. The role won't be similar to my JPMC role. I will recuse myself from discussion related to financial service providers. Entity Name: Kamuzu Saunders Investment related: Yes Address: 58 Washington DC and 342 NY NY Nature of the other business: Real estate owned as investment property. Position/Title/Relationship: Sole Proprietor Start Date: 01-Jan-2007 Approximate # of hours a month: 4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm the sole proprietor of rental property - I collecting rent and ensuring all is in working order on a monthly basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-17 |
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