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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| NJ | RA | APPROVED | 2022-03-30 |
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 |
|---|---|---|---|---|
| Oppenheimerfunds | New York | NY | 08/2015 | 09/2017 |
| Jpmorgan Chase Bank Na | Summit | NJ | 10/2017 | Present |
| Jpmorgan Securities Llc | Summit | NJ | 10/2017 | Present |
Entity Name: Congregation Beth El Investment related: Yes "Address: https://bethelnj.org/ 222 Irvington Avenue South Orange, NJ 07079" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/17/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the co-President of the synagogue. I mostly supervise the Rabbis, run board meetings and ensure the financial stability of the synagogue. I have a treasurer who manages the budget and investment committee. I have never made any decisions related to our investments. As co-President, I am authorized to move money between accounts, but no President has done so in the last decade. My role as an authorized signer is to serve as a check and balance for our professional staff who actually execute
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
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