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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-23 |
| WA | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Ellensburg | WA | 10/2012 | Present |
| J & I Investment Properties , Llc | Yakima | WA | 01/2022 | Present |
Entity Name: J & I Investment Properties , LLC Investment related: N Address: Yakima, WA 98908 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/05/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Buying and Holding rental properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-26 |
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