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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-10-08 |
Branch Locations
1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank Ag | Geneva | 07/2016 | 09/2018 | |
| Citibank | Miami | FL | 10/2018 | 05/2020 |
| Jpmorgan Chase Bank Na | Miami | FL | 05/2020 | Present |
| Jpmorgan Securities Llc | Miami | FL | 05/2020 | Present |
Entity Name: Salvadoran American Humanitarian Foundation Investment related: No "Address: 250 Coral Way, Miami, Fl 33145 https://www.sahf.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/03/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: SAHF's mission is to enhance the wellbeing of the underserved people in El Salvador through human development programs implemented in partnership with our in-country sister Foundation, FUSAL, and other organizations. Board Members core responsibility is to promote SAHF's mission and insure the foundation continue operating flawlessly as they have over the last 40 years. ***connection to JPMC: There are several families involved in SAHF that are currently clients. Can share names separate."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-07 |
| S66 | Uniform Combined State Law Examination | 2019-02-14 |
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