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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2024-09-05 |
Branch Locations
2029 Century Park E Floor 40, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scenic Advisement | San Francisco | CA | 03/2016 | 02/2020 |
| Silicon Valley Bank | San Francisco | CA | 03/2020 | 03/2023 |
| Svb Investment Services Inc | San Francisco | CA | 03/2020 | 03/2023 |
| Unemployed | Pacific Palisades | CA | 04/2023 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 08/2024 | Present |
| J.P. Morgan Securities Llc | Los Angeles | CA | 08/2024 | Present |
Entity Name: UrbanSitter Investment related: No Address: 601 California Street, Ste 607, San Francisco, CA 94108 https://www.urbansitter.com/ Nature of the other business: Caregiving Position/Title/Relationship: Owner/Partner Start Date: 04/25/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: UrbanSitter is a San Francisco based online service and mobile app that allows parents to search for, book, pay, review and recommend babysitters and nannies. It is a private company that has raised 22.75 million in venture funding. I own shares of Series C shares. I am not aware of any connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-18 |
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