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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-11 |
| IN | RA | APPROVED | 2014-09-05 |
| CA | 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 | Menlo Park | CA | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Menlo Park | CA | 10/2012 | Present |
Entity Name: Rental Property 2870 Crestmoor Dr. San Bruno, CA 94066 Investment related: No Address: Rental Property 2870 Crestmoor Dr. San Bruno, CA 94066 is the address of the personal residential property that I will be renting out as the owner. Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/10/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own the property and manage the rental myself. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/20/2019 ADDRESS: 1585 SAN MATEO, CA. DETAILS: Owner of Residential Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS PER MONTH HOURS DURING TRADING: 0 Entity Name: There is no entity, i own the residential property being rented. Investment related: No Address: 1016 Crestwood Dr. in South San Francisco, CA. 94080 Nature of the other business: Real Estate Position/Title/ Relationship: Owner/Partner Start Date: 12/01/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the owner and landlord of the residential property that is being rented. Address is 1016 Crestwood Dr. in South San Francisco, CA. 94080
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-05 |
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