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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-11 |
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2013-09-23 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
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 | New York | NY | 10/2012 | Present |
| United States Coast Guard Reserve | Staten Island | NY | 12/2011 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 03/2007 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 3/10/2020 ADDRESS: 354 NEW YORK NY; 2 HAMPTON BAYS NY DETAILS: Rental income INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS DURING TRADING: 0 ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: UNITED STATES COAST GUARD RESERVE POSITION: UNITED STATES COAST GUARD RESERVIST START DATE: 12/6/2011 ADDRESS: 212 Coast Guard Drive, Staten Island NY 10305 DETAILS: US Armed Forces/ United States Military INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 20 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-28 |
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