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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-24 |
| NJ | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 05/2011 | 07/2024 |
| Bank Of America, N.A. | Boston | MA | 05/2011 | 07/2024 |
| J.P. Morgan Securities Llc | Cherry Hill | NJ | 07/2024 | Present |
Entity Name: Brandywine Home Staging Investment related: No Address: 6 Crozerville Rd. Aston PA Nature of the other business: Home Staging Position/Title/Relationship: Owner/Partner Start Date: 09/14/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will not have any responsibilities and will not be working there. I will only be co-owner, spouse will be the only one working on/for the company. This is home staging business (furnish home for sale) and there is no connection to JPMorganChase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-26 |
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