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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2020-01-15 |
Branch Locations
153-15 Cross Island Pkwy, Whitestone, NY 11357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | Flushing | NY | 07/2013 | 10/2019 |
| Hsbc Bank Usa, N.A. | Forest Hills | NY | 07/2013 | 10/2019 |
| Unemployed | Brooklyn | NY | 11/2019 | 12/2019 |
| Jp Morgan Securities, Llc | Whitestone | NY | 01/2020 | Present |
| Jp Morgan Chase Bank, N.A. | Whitestone | NY | 01/2020 | Present |
| Nicola Derosa Irrevocable Trust | Franklin Square | NY | 03/2024 | Present |
| Joanne Derosa Irrevocable Trust | Franklin Square | NY | 03/2024 | Present |
Entity Name: Nicola DeRosa Irrevocable Trust Investment related: No Address: Private Residence Nature of the other business: Trust Position/Title/Relationship: Advisor/Officer Start Date: 03/30/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is my father's Irrevocable Trust that I am one of two Trustees on. The Trust was formed for Estate Planning purposes and there is no connection to my role here at JPMC. Entity Name: Joanne DeRosa Irrevocable Trust Investment related: No Address: Private Residence Nature of the other business: Trust Position/Title/Relationship: Advisor/Officer Start Date: 03/30/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is my mother's Irrevocable Trust that I am one of two Trustees on. The Trust was formed for Estate Planning purposes and there is no connection to my role here at JPMC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-03 |
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