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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-19 |
| WI | RA | APPROVED | 2019-05-09 |
Branch Locations
14900 West Capitol Drive, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oily Woodman | West Bend | IN | 01/2015 | 01/2018 |
| J.P. Morgan Securities Llc | Brookfield | WI | 10/2015 | Present |
| Jpmorgan Chase Bank, N.A. | Brookfield | WI | 10/2015 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/13/2017 ADDRESS: 1201 WEST BEND, WI. 1203 WEST BEND, WI. DETAILS: I will be the owner and manager of the property. HOURS DEDICATED (per month unless otherwise indicated): 20 HOURS DURING TRADING: 5 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-09 |
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