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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-10 |
| OR | RA | APPROVED | 2016-01-27 |
Branch Locations
4732 Nw Bethany Blvd, Suite G-1, Portland, OR 97229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Toy Box Maxi Storage, Llc | White Clay | OR | 06/2006 | 02/2021 |
| J.P. Morgan Securities Llc | Portland | OR | 01/2016 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 01/2026 | Present |
Entity Name: Rental Property Investment related: Y Address: 15898 NW Brugger Rd; Portland, OR 97229 Nature of the other business: Rental Property Position/Title/Relationship: Landlord Start Date: 03/30/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: I will be a landlord for this rental property. Duties will be very limited ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: PENN SMITH SKINCARE, LLC. POSITION: SIGNER START DATE: 11/2/2017 ADDRESS: 16771, SHERWOOD, OR DETAILS: PENNSMITHSKINCARE.COM. SPOUSES BUSINESS - ASSIST IN DEPOSITING CHECKS AND OTHER BANKING-RELATED TRANSACTIONS. I WILL NOT HAVE ANY DUTIES OR RESPONSIBILITIES OUTSIDE OF ASSISTING WITH BANK TRANSACTIONS. HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-29 |
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