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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-01-30 |
| TX | RA | APPROVED | 2018-01-30 |
Branch Locations
203 S Knoblock St, Stillwater, OK 74074 • United States
701 West New Orleans, Broken Arrow, OK 74011 • United States
1651 N 9Th St, Broken Arrow, OK 74012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Advisory Group, Llc | Broken Arrow | OK | 09/2015 | 01/2018 |
| J.P. Morgan Securities Llc | Broken Arrow | OK | 01/2018 | Present |
| Jp Morgan Chase Bank N.A. | Jenks | OK | 01/2018 | 04/2020 |
| Legacy Property Services, Llc | Tulsa | OK | 01/2019 | Present |
| Jpmorgan Chase Bank, Na. | Broken Arrow | OK | 04/2020 | Present |
| Tricycle Capital Llc | Tulsa | OK | 05/2025 | Present |
Entity Name: Tricycle Capital LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/12/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: multi-member LLC for real estate investment. the role is dissimilar from my firm role, and there is no connection to JPMorgan Chase. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: LEGACY PROPERTY SERVICES, LLC. POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/1/2019 ADDRESS: 18617 TULSA, OK. DETAILS: residential real estate rentals INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-28 |
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