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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-05-11 |
Branch Locations
55 East Loop Road Suite 101, Wheaton, IL 60189 • United States
Wood Dale, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | North Riverside | IL | 11/2009 | 03/2018 |
| J.P. Morgan Securities Llc | Chicago | IL | 10/2011 | 03/2018 |
| Tiaa | Wheaton | IL | 04/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Wheaton | IL | 04/2018 | Present |
CASA 18 POSITION: Founder NATURE: Online store that sells collectable golf balls, caps and t shirts. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/18/2020 ADDRESS: Home Address, Wood Dale IL 60191, United States DESCRIPTION: I am the only employee. Posting listings and shipping merchandise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-14 |
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