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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-16 |
| IL | RA | APPROVED | 2019-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Chicago | IL | 11/2011 | 04/2019 |
| Pnc Investments | Chciago | IL | 09/2013 | 12/2018 |
| Jp Morgan Securities, Llc | Bufffalo Grove | IL | 09/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Bufffalo Grove | IL | 09/2019 | Present |
| Vacation Rental | Wauconda | IL | 06/2014 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 5/3/2016 ADDRESS: 5060 EGG HARBOR, WI. DETAILS: Rental unit INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: NONE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-17 |
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