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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 | 2024-07-01 |
| TX | RA | APPROVED_RES | 2022-04-14 |
| NY | RA | APPROVED | 2022-04-13 |
Branch Locations
767 5Th Ave 33Rd Fl [Y2-Rbo], New York, NY 10153 • United States
Hoboken, NJ • United States
2 disclosure categories 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 | 04/2022 |
| Castlekearny, Llc | Kearny | NJ | 11/2017 | Present |
| 2Castlekearny2, Llc | Kearny | NJ | 02/2018 | Present |
| Jp Morgan Chase Bank | New York | NY | 04/2020 | 04/2022 |
| Wells Fargo Clearing Services, Llc | New York | NY | 04/2022 | Present |
CASTLEKEARNY LLC, INV RELATED, HOBOKEN, NJ, 100% OWNERSHIP, START 5/5/2017, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY.; 2CASTLEKEARNY2 LLC, INV RELATED, HOBOKEN, NJ, 100% OWNERSHIP, START 11/6/2017, 1 HOUR PER MONTH, ZERO HOURS DURING TRAIDNG, HOLDS RENTAL PROPERTY.; RENTAL PROPERTY, INV RELATED, KEARNY, NJ, 100% OWNERSHIP, START 11/1/2017, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.; RENTAL PROPERTY, INV RELATED, KEARNY, NJ, 100% OWNERSHIP, START 1/1/2018, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.; EXECUTOR FOR MOTHER, INV RELATED, HOBOKEN, NJ, START: 6/7/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-24 |
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