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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2013-09-19 |
| IL | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Riverhead | NY | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Riverhead | NY | 12/2009 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 3/1/2017 ADDRESS: 180 Middle Island, NY 11953 DETAILS: 180 MIDDLE ISLAND, NY. CONDO. HOURS DEDICATED (per month unless otherwise indicated): THE MAJORITY WILL BE A 2-3 HOURS PER MONTH, ONLY EVENINGS AND WEEKENDS. HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-12 |
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