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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| NJ | RA | APPROVED | 2021-10-13 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 11/2011 | 08/2021 |
| Bank Of America, N.A. | New York | NY | 12/2011 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 08/2021 | Present |
| J.P. Morgan Securities Llc | Summit | NJ | 08/2021 | Present |
Entity Name: The Peck School Investment related: Yes "Address: 247 South Street, Morristown, NJ 07960 www.peckschool.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Peck School is a private K-8 School in Morristown, NJ. I serve on the Board of Trustees. I serve on the Finance Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-12 |
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