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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-30 |
Branch Locations
51 John F Kennedy Pkwy 5Th Fl [J1/J2/J5-Rbo], Short Hills, NJ 07078 • United States
1689 Route 10, Morris Plains, NJ 07950 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Short Hills | NJ | 01/2014 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 09/2022 | Present |
RENTAL PROPERTY; INV. RELATED; MANHATTAN,NY; 100% OWNERSHIP; START DATE 07/01/2022; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; OWNER.; RENTAL PROPERTY; INV. RELATED; MANASQUAN BEACH,NJ; 100% OWNERSHIP; START DATE 07/01/2020; NUMBER OF HOURS PER MONTH 8; NUMBER OF HOURS DURING TRADING 0; OWNER.; POWER OF ATTORNEY FOR FATHER, INV RELATED, WAYNE, NJ, START: 8/4/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING. LS PERFORMANCE MANAGEMENT LLC, INV RELATED, WAYNE, NJ, START 7/3/2023, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY, INVESTMENTS, AND REAL ESTATE MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-27 |
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