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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
| NY | RA | APPROVED | 2025-05-20 |
Branch Locations
720 Lee Boulevard, Yorktown Heights, NY 10598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Yorktown Heights | NY | 02/2010 | Present |
| J.P. Morgan Securities Llc | Yorktown Heights | NY | 10/2012 | Present |
Entity Name: The Lofts at Chapel Hill Condominium Investment related: No "Address: Katonah Management 334 Underhill Avenue Yorktown Heights, NY 10598" Nature of the other business: Condo Board Position/Title/Relationship: Board Member Start Date: 12/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: this is a condo board position for the condo community I live in. we meet once year to discuss any future projects, needs, address complaints and review budgets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-12 |
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