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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-15 |
| TX | RA | APPROVED | 2024-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Miami | FL | 01/2016 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 11/2016 | Present |
Entity Name: Refugee Assistance Alliance Investment related: yes "Address: Miami Florida 33134 https://www.refugeeassistancealliance.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Refugee assistance - aid for new refugees to the US. My role will be as Treasurer beginning in June which will help keep track of financials, profit and loss, and spending of the organization. My role on the board will be to provide advice and oversight on general operations, fundraising, community engagement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-02 |
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