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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-13 |
| KY | RA | APPROVED | 2022-07-06 |
Branch Locations
2260 Nicholasville Road, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Lexington | KY | 11/2012 | 04/2019 |
| J.P. Morgan Securities Llc | Lexington | KY | 07/2022 | Present |
| The Chop House | Lexington | KY | 10/2017 | 02/2018 |
| Jp Morgan Chase Bank N.A. | Lexington | KY | 05/2019 | 06/2022 |
| Jp Morgan Chase Bank N.A. | Lexington | KY | 07/2022 | Present |
| J.P. Morgan Securities Llc | Lexington | KY | 09/2009 | 06/2022 |
Entity Name: Voices of Hope Investment related: No Address: 644 N Broadway Lexington, KY 40508 www.voicesofhopelex.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/08/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The organization is designed to provide ongoing support and resources for people with substance use disorders. My responsibilities will be a board member to discuss vision, mission, values, governance, budget overview and assistance with legislation. The external role is not similar to my current role at the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-30 |
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