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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED | 2020-01-14 |
| CT | RA | APPROVED | 2018-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Woodside | NY | 10/2012 | Present |
| Lucky Nail, Llc | Trumbull | CT | 11/2013 | 09/2019 |
| Jp Morgan Chase Bank Na | Flushing | NY | 06/2012 | 09/2018 |
| Jp Morgan Chase Bank Na | Flushing | NY | 09/2018 | Present |
Entity Name: PL Family trust Investment related: No Address: 196-45 73rd ave unit 2 fresh meadows ny 11366 Nature of the other business: Trust Position/Title/Relationship: Advisor/Officer Start Date: 03/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My mother's irrevocable trust that will be holding a real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-29 |
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