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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-18 |
| TX | RA | APPROVED | 2024-03-18 |
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 |
|---|---|---|---|---|
| Tuck School Of Business At Dartmouth | Hanover | NH | 09/2008 | Present |
| J.P. Morgan Securities Llc | Summit | NJ | 09/2009 | Present |
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 09/2009 | Present |
Entity Name: Congregation Ohr Shalom-Summit Jewish Community Center Investment related: Yes "Address: 67 Kent Place Blvd Summit, NJ 07901 summitjcc.org " Nature of the other business: Religious Services Position/Title/Relationship: Board Member Start Date: 08/15/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Member, Board of Trustees VP of Finance, Executive Committee Member (Signing authority on all bank accounts)" Entity Name: New Jersey Boys State Foundation, Inc. Investment related: No Address: 19 Eastampton, NJ www.njbsf.org Nature of the other business: Support a youth civic leadership experience to select New Jersey high school students. Position/Title/Relationship: Director Start Date: 22-Jun-2005 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Director/Investment Committee. Attend quarterly meetings, an annual in-person meeting and vote on the business of the Foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-24 |
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