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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Blue | Jacksonville | FL | 10/2013 | 09/2017 |
| Thrivent Investment Management Inc | Winter Haven | FL | 10/2017 | 05/2020 |
| Jpmorgan Chase Bank (Mi) | Winter Haven | FL | 12/2020 | Present |
| J.P. Morgan Securities Llc | Winter Haven | FL | 12/2020 | Present |
| Charter Communication | Auburndale | FL | 07/2018 | 11/2020 |
| Southwest Orlando Eyecare | Orlando | FL | 07/2022 | 09/2023 |
Entity Name: Heidy Pagan, Jr. - Rental Property investment Investment related: N Address: I own 3 rental properties as follows: FL 32822(Rented August 2013); , Sheffield AL, 35660 (Rented July 2021) and Sheffield AL, 35660 (Rented August 2020). Nature of the other business: Real Estate Position/Title/Relationship: Owner/ Partner Start Date: 08/01/2013 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a landlord for these residential homes. I make sure that properties are maintained and collect a monthly rent per lease terms. RENTAL INCOME PROPERTY POSITION: Individual Owner NATURE: My wife and I own a single family attached home at 6828 Edgefield Ln, Orlando FL 32822. We have rented the home as 9/1/17. My wife previously live in the home prior to our marriage. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 157 Winona Cir, Auburndale FL 33823, United States DESCRIPTION: Collect rent and attend to any home maintenance related items either myself our through a vendor. RENTAL INCOME PROPERTY POSITION: Individual Owner NATURE: My wife and I own a single family homes at 2502 E 12th Ave, Sheffield AL 35660 and 2513 E 12th Ave, Sheffield AL. We have rented 2502 E 12th Ave, Sheffield AL as of 8/29/20 and are purchasing the home at 2513 E 12th Ave, Sheffield AL 35660 on 12/16/20 with the intention of rehabbing at subsequently renting this property. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/29/20 ADDRESS: 157 Winona Cir, Auburndale FL 33823, United States DESCRIPTION: Collect rent and attend to any home maintenance related items either myself our through a vendor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-04 |
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