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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-29 |
| CO | RA | APPROVED | 2024-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Tallahassee | FL | 03/2012 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Tallahassee | FL | 01/2013 | 07/2024 |
| J.P. Morgan Securities Llc | Fort Collins | CO | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Collins | CO | 08/2024 | Present |
| Back2Co, Llc | Windsor | CO | 06/2016 | Present |
| Murray Capital Group, Llc | Windsor | CO | 02/2013 | Present |
| Our Daily Bread Bakery, Llc | Windsor | CO | 09/2025 | Present |
Entity Name: Our Daily Bread Bakery, LLC Investment related: No Address: Private Residence Nature of the other business: Bakery Position/Title/Relationship: Owner/Partner Start Date: 09/21/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Baking bread with my children to sell. My responsibilities are to help make bread and sell in community. Not similar to my role at the firm. 5-10 hours per month. No time done during market hours. Entity Name: Murray Capital Group, LLC Investment related: Yes Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/08/2013 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: MURRAY CAPITAL GROUP, LLC; INVESTMENT RELATED - YES; WINDSOR, CO; ENTITY FOR PROPERTY HOLDINGS; OWNERSHIP; START DATE = 02/08/2013;MINIMAL TIME DEVOTED; NOT DURING TRADING HOURS; DUTIES: MAKING SURE ALL MAINTENANCE IS COMPLETED BY VENDORS ON RENTAL PROPERTY. NOT SIMILAR TO JPMC ROLE AND NO CONNECTION TO JPMC. Entity Name: Back2CO, LLC Investment related: No Address: Private Residence Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 06/06/2016 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: BACK2CO, LLC; NOT INV RELATED; WINDSOR, CO; OWNER; START 6/6/2016; 6 HOURS PER MONTH, 0 DURING TRADING; FAMILY BUSINESS TO HELP MY KIDSMAKE ITEMS AND BUY AND SELL ITEMS ON AMAZON.; NOT SIMILAR TO MY JPMC ROLE AND NO CONNECTION TO JPMC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-12 |
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