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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-25 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
2352 Shattuck Ave, Berkeley, CA 94704 • United States
2150 Shattuck Ave, Berkeley, CA 94704 • United States
2301 Telegraph Ave, Berkeley, CA 94704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Berkeley | CA | 10/2012 | Present |
| Jpmorgan Chase Bank, Na | Berkeley | CA | 10/2010 | Present |
| 13687 Fig Street, Llc. | Eagle | ID | 04/2018 | Present |
| 12246 W Foxhaven St Llc | Star | ID | 01/2021 | Present |
Entity Name: 13687 Fig Street LLC Investment related: No Address: 13687 Fig Street Boise, Idaho 83713 Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 04/05/2018 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My responsibilities are very limited. My wife and brother-in-law are primarily involved. And it is managed by a Property Manager. Entity Name: 1025 Monadale Trail Investment related: No Address: Round Rock, Texas 78664 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2021 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property owned by my wife and I. Entity Name: 184A Threshing Rd Investment related: No "Address: 184A Threshing Rd Buda, Texas 78610" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property owned by my wife and I. Entity Name: 12246 W Foxhaven St LLC Investment related: Yes "Address: 12246 W Foxhaven St Star, ID 83669" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/29/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This LLC was created to purchase an investment property in Star, ID. I have very little involvement. My wife and other LLC members handle issues with the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-03 |
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