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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2013-09-25 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
130 South Main Street, Canandaigua, NY 14424 • United States
1755 Monroe Avenue, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Rochester | NY | 06/2010 | Present |
| J.P. Morgan Securities Llc | Rochester | NY | 10/2012 | Present |
| Altitude Acres Llc | Pittsford | NY | 01/2024 | Present |
Entity Name: Altitude Acres LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/ Title/ Relationship: Owner/ Partner Start Date: Jan 01, 2024 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It's an LLC that I created. The LLC doesn't currently own anything however I will eventually be transferring in my rental proper ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/8/2018 ADDRESS: 70 ROCHESTER, NY DETAILS: SINGLE FAMILY HOME. HOURS DEDICATED (per month unless otherwise indicated): 8 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-03 |
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