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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-11-03 |
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Summit | NJ | 06/2013 | Present |
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 09/2008 | Present |
Entity Name: Ramsey Golf and Country Club Investment related: Yes Address: 105 Lakeside Dr. Ramsey NJ 07446 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/29/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: RGCC is a golf and country club where I will act as treasurer helping with overall financial strategy and cash management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-08 |
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