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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na. | Sugar Land | TX | 06/2010 | Present |
| J.P. Morgan Securities Llc | Sugar Land | TX | 10/2012 | Present |
| Hotworx | Marrero | LA | 05/2024 | Present |
| Truck Caddie | League City | TX | 04/2026 | Present |
Entity Name: Truck Caddie Investment related: No Address: League City, TX Nature of the other business: Equipment Accessories Position/Title/Relationship: Owner/Partner Start Date: 04/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Ownership in start up company producing truck accessories for golf equipment. My role will be Social Media/Marketing. Entity Name: Hotworx Investment related: No Address: Corporate address 5161 Taravella Rd, Marrero, LA 70072 https://www.hotworx.net/about-hotworx Nature of the other business: Health & Fitness Position/Title/Relationship: Owner/Partner Start Date: 05/24/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Infrared fitness studio Franchisee of location in Sugarland. NO connections with JPM or financial industry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-31 |
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