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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-28 |
| TX | RA | APPROVED | 2024-02-28 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Summit | NJ | 02/2015 | Present |
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 07/2014 | Present |
Entity Name: New Jersey Institute of Technology Investment related: Yes Address: University Heights, Newark, New Jersey 07102 USA Nature of the other business: Nonprofit Position/Title/Relationship: Board/Member Start Date: 01/01/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am Banker and will serve as Joint Investment Committee Chair. This does not have direct overlap with my role as I am not an Investor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
| S66 | Uniform Combined State Law Examination | 2011-10-17 |
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