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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-12-05 |
| TX | RA | APPROVED | 2016-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Inc. | Newport Beach | CA | 01/2012 | 11/2016 |
| Bank Of America, N.A. | Newport Beach | CA | 03/2012 | 11/2016 |
| J&B Provisions Llc | Austin | TX | 05/2026 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 11/2016 | Present |
| 23 Red Ventures Llc | Frisco | TX | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 11/2016 | Present |
Entity Name: J&B Provisions LLC Investment related: No "Address: 14205 N Mo Pac Expy Ste 570 PMB 168118 Austin, TX 78728-6529" Nature of the other business: Vending Machine Position/Title/Relationship: Owner/Partner Start Date: 05/18/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am purchasing a pizza vending machine and placing it at a bar in Ft Worth. I am only responsible for the purchase of the machine. I have a business partner that will stock the machine and handle any maintenance. Entity Name: 23 Red Ventures LLC Investment related: Yes Address: Private Residence Nature of the other business: Investments Position/Title/Relationship: Owner/Partner Start Date: 09/30/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: We used the LLC to invest in Urban Air Adventure Park. It's a passive investment. Entity Name: Urban Air Adventure Park Investment related: No Address: 2350 Airport Fwy, Bedford, TX 76022 Nature of the other business: Entertainment Position/Title/Relationship: Owner/Partner Start Date: 12/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investor in Urban Air Adventure Park in Temecula, CA. I will not be running any day to day activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-17 |
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