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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-12 |
| TX | RA | APPROVED_RES | 2023-04-12 |
| NY | RA | APPROVED | 2023-04-11 |
Branch Locations
82 7Th St, Garden City, NY 11530 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
North Hills, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | New York | NY | 10/2010 | 05/2019 |
| Capman 672 Port Realty Inc | Washington | NY | 12/2023 | Present |
| Morgan Stanley | New York | NY | 05/2019 | 01/2023 |
| First Republic Securities Company, Llc | New York | NY | 01/2023 | 04/2023 |
| First Republic Investment Management, Inc. | New York | NY | 01/2023 | 04/2023 |
| J.P. Morgan Securities Llc | New York | NY | 04/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2023 | Present |
| Capman 577 Realty Inc | East Northport | NY | 06/2025 | Present |
Entity Name: Capman 577 Realty Inc Investment related: Yes Address: 577 Larkfield Road, East Northport, NY 11731 Nature of the other business: Real Estate Position/Title/Relationship: Owner Partner Start Date: 06/20/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Completely passive triple net real estate purchase, no connection to JPMC, no time required on my part. Passive Investment. Entity Name: Capman 672 Port Realty Inc Investment related: Yes Address: 672 Port Washington Blvd, Port Washington, NY 11050 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/20/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Single Purpose Entity, holds a commercial property, completely passive Real Estate investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-19 |
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