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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-03-05 |
| OH | RA | APPROVED | 2012-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Akron | OH | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Akron | OH | 03/2004 | Present |
Entity Name: Scottish American Cultural Society of Ohio Investment related: No "Address: 2750 Jameston Dr Rocky River, OH 44116" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/22/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Our role is to oversee the annual Ohio Scottish Games & Celtic Festival as well as the Ohio Scottish Arts School. I serve on a subcommittee that is in charge of the clan building at the Ohio Games. I have two current clients that are also trustees for this organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-29 |
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