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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Wilmington | DE | 09/2017 | 06/2022 |
| Phelan Hallinan Diamond & Jones Llp | Philadelphia | PA | 03/2014 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 06/2025 | Present |
| J.P. Morgan Securities Llc | Philadelphia | PA | 06/2025 | Present |
| Morris James Llp | Wilmington | DE | 06/2022 | 05/2025 |
Entity Name: Children and Families First Delaware, Inc. Investment related: No Address: 555 Justison St, Wilmington, DE 19801 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 11/17/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Children & Families First is one of Delaware's longest standing and most trusted non-profit leaders in providing the supports and services children and their families need to thrive.; Endowment Board member; no connection to JPMorganChase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-10 |
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