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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-27 |
| FL | RA | APPROVED | 2022-10-25 |
Branch Locations
820 Highway A1A North Suite E-5, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dematteo Monness Llc | New York | NY | 08/2010 | 06/2017 |
| Halite Partners, Llc | Columbus | OH | 08/2017 | 11/2018 |
| Hamilton Capital Management, Inc. | Columbus | OH | 10/2018 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | Ponte Vedra Beach | FL | 10/2022 | Present |
| J.P. Morgan Securities Llc | Ponte Vedra Beach | FL | 10/2022 | Present |
| Hamilton Capital Llc | Columbus | OH | 10/2018 | 09/2022 |
| Unemployed | New York | NY | 07/2017 | 07/2017 |
Entity Name: Cummer Museum Investment related: No "Address: https://www.cummermuseum.org/ 829 Riverside Ave, Jacksonville, FL 32204" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 11/17/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Cummer Board of Trustee Advancement Committee There are board members who are potential clients of the private bank. That will not be my focus."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-29 |
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