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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED | 2024-03-26 |
Branch Locations
925 Westchester Avenue Floor 04, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 08/2009 | 09/2022 |
| Bank Of America, N.A. | White Plains | NY | 12/2009 | 09/2022 |
| First Republic Securities Company, Llc | White Plains | NY | 09/2022 | 09/2023 |
| First Republic Investment Management, Inc. | White Plains | NY | 09/2022 | 09/2023 |
| J.P. Morgan Securities Llc | West Harrison | NY | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | West Harrison | NY | 10/2023 | Present |
1) SPORTS AND ARTS IN SCHOOLS FOUNDATION, INVESTMENT RELATED: Y, ADDRESS OF BUSINESS: WOODSIDE, NEW YORK 11377, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 10/31/2012, NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY, NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0, DUTIES: TO HELP BRIDGE THE ACADEMIC PERFORMANCE GAP AMONG UNDER-ACHIEVING STUDENTS BY EXTENDING THE SCHOOL DAY AND YEAR WITH WHOLESOME, SKILL-BUILDING ACTIVITIES DESIGNED TO IMPROVE NEW YORK CITY CHILDREN S ACADEMIC PERFORMANCE, HEALTH AND WELLNESS. 2) RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: PARIS, 75003 NATURE OF BUSINESS: OTHER,JOINTLY OWNED BY ME AND MY SPOUSE POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/18/2006 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY HUSBAND AND I OWN A 2 BEDROOM APARTMENT IN PARIS, FRANCE THAT WE RENT. 3) Name: New York Edge Address: 58-12 Queens Blvd Ste 1 Woodside NY 11377 Investment-related: No Nature of the business: Educational after school programs for low income neighborhoods 45,000 kids provides help with education. Role: Chair Governance Committee Start Date: 09/01/2012 Description of duties: Make sure non profit good governance recruit new board members Number of hours each month: 15 Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-10 |
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