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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-15 |
| CT | RA | APPROVED | 2019-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Milford Public Schools | New Milford | CT | 03/2019 | 04/2019 |
| Jp Morgan Securities, Llc | Ridgefield | CT | 08/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Ridgefield | CT | 08/2019 | Present |
| Capitol Securities Management, Inc | Ridgefield | CT | 04/2008 | 08/2019 |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: EDGEMONT B3 POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/2/1999 ADDRESS: 768 KILLINGTON, VT DETAILS: Rental income INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-30 |
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