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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-05 |
| TX | RA | APPROVED | 2023-04-04 |
Branch Locations
1515 Atlantic Blvd, Jacksonville, FL 32207 • United States
112 W Adams St Ste 101, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Corporation / Merrill Lynch | Jacksonville | FL | 11/2013 | 02/2017 |
| Merrill Lynch Pierce Fenner & Smith Incorporated | Jacksonville | FL | 11/2013 | 02/2017 |
| Unemployed | Jacksonville | FL | 03/2017 | 10/2017 |
| Jp Morgan Chase Bank N.A. | Jacksonville | FL | 11/2017 | 07/2021 |
| Jp Morgan Securities Llc | Jacksonville | FL | 11/2017 | 07/2021 |
| Fidelity Investments | Jacksonville | FL | 07/2021 | 03/2023 |
| Fidelity Personal And Workplace Advisors | Jacksonville | FL | 10/2021 | 03/2023 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 09/2021 | 03/2023 |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 04/2023 | Present |
| J.P. Morgan Securities Llc | Jacksonville | FL | 04/2023 | Present |
| Flamas De Fenix Llc | Miami | FL | 02/2025 | Present |
| Fenix Shreveport Llc | Jacksonville | FL | 06/2025 | Present |
Entity Name: FENIX SHREVEPORT LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/13/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Business with the intent of investing in and holding land, there is no connection to my current role as a financial advisor or JPMorganChase. Entity Name: FLAMAS DE FENIX LLC Investment related: No "Address: 382 NE 191ST ST #310036 MIAMI, FL 33179" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/22/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: company is an LLC created for the sole purpose of buying and additional home to be used as either an investment or rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-03 |
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