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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-09-29 |
| TX | RA | APPROVED_RES | 2014-09-26 |
Branch Locations
2030 W. Michigan St, Sidney, OH 45365 • United States
1111 Polaris Pkwy Floor 4J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cjh Holdings, Llc (Dba Fore Storage) | Covington | OH | 04/2011 | Present |
| J.P. Morgan Securities Llc | Sidney | OH | 09/2014 | Present |
| Hulme Family Creamery Lld Dba Cold Stone Creamery | Troy | OH | 12/2012 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Sidney | OH | 09/2014 | Present |
ACTIVITY TYPE: 4 - OUTSIDE BUSINESS ACTIVITY WITH A NOT-FOR-PROFIT ORGANIZATION NAME OF ENTITY: THE MIAMI COUNTY FOUNDATION POSITION: MEMBER INVESTMENT COMMITTEE START DATE: 10/1/2012 ADDRESS: 317 Piqua, Oh DETAILS: MIAMICOUNTYFOUNDATION.ORG. EFFECTIVELY ASSIST, ENCOURAGE, AND PROMOTE THE HEALTH, EDUCATION, AND WELFARE OF THE CITIZENS OF MIAMI COUNTY BY SOLICITING, RECEIVING, AND ADMINISTRATING ASSETS EXCLUSIVELY FOR CHARITABLE NEEDS IN MIAMI COUNTY. WE MANAGE THE ASSETS OF THE FOUNDATION TO MAKE GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS IN OUR COUNTY. COMMITTEE INTERVIEWS, HIRES, AND MONITORS PERFORMANCE OF INVESTMENT MANAGERS THAT MANAGE ASSETS OF THE FOUNDATION. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1-2 HRS PER QUARTER HOURS DURING TRADING: 1-2 HRS PER QUARTER ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: CJH HOLDINGS, LLC. (DBA FORE STORAGE) POSITION: OWNER / LANDLORD - RENTAL PROPERTY ADDRESS: 600 COVINGTON, OH. 308 PIQUA, OH. DETAILS: STORAGE AND LOCK FACILITY THAT RENTS STORAGE LOCKERS AND COMMERCIAL SPACE. I OWN A STORAGE AND LOCK FACITLITY. I RENT STORAGE UNITS BY APPOINTMENT, PICK UP RENT CHECKS FROM THE POST OFFICE, LOG THEM, DEPOSIT THEM, AND FILE STATE SALES TAX ON THE RENT. TWO BUILDINGS ARE RENTED ENTIRELY AS A COMMERCIAL PROPERTY TO ONE BUSINESS. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-15 |
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