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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-09-13 |
| CO | RA | APPROVED | 2013-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Denver | CO | 02/2013 | Present |
| Vab419, Llc | Breckenridge | CO | 01/2018 | Present |
| The Beav 4224, Llc | Breckenridge | CO | 01/2018 | Present |
| Crystal Beach 205A Llc | Destin | FL | 01/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 02/2013 | Present |
Entity Name: Crystal Beach 203A Investment related: N Address: Destin, FL 32541 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/14/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Short term vacation rental. I'm part own with my husband. He manages 100% of the business. Entity Name: Crystal Beach 205A LLC Investment related: Y Address: 3184 Scenic Hwy 98, Destin, FL Nature of the other business: Rental Property Position/Title/Relationship: Co-Owner Start Date: 01/26/2021 "Approximate # of hours a month: 0-10 " Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: I do not manage or take part in the day to day activities. I'm simply part owner ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: CRYSTAL BEACH 102A, LLC. POSITION: INVESTOR / 5% OR MORE START DATE: 12/3/2019 ADDRESS: 3184 DESTIN, FL. DETAILS: Residential Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: THE BEAV, LLC. POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/2/2018 ADDRESS: The Beav 4224 LLC DETAILS: 640 BRECKENRIDGE, CO. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: VAB419, LLC. POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/2/2018 ADDRESS: 535 Breckenridge, CO DETAILS: Short term rental property. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-23 |
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