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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
Branch Locations
365 Broadway, Bethpage, NY 11714 • United States
681 Newbridge Rd, Levittown, NY 11756 • United States
2469 Hempstead Tpke, East Meadow, NY 11554 • United States
3737 Hempstead Tpke, Levittown, NY 11756 • United States
1090 Hicksville Road, North Massapequa, NY 11758 • United States
201 Post Avenue, Westbury, NY 11590 • United States
249 North Broadway, Hicksville, NY 11801 • United States
400 Old Country Road, Carle Place, NY 11514 • United States
404 Woodbury Road, Plainview, NY 11803 • United States
216 Old Country Road, 2Nd Floor, Mineola, NY 11501 • United States
1667 Old Country Road, Plainview, NY 11803 • United States
1064 Old Country Road, Plainview, NY 11803 • United States
115 Broad Hollow Road, Melville, NY 11747 • United States
35 Jericho Tpke, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 10540 Crossbay Llc | Ozone Park | NY | 05/2014 | Present |
| Crossbay Assets Llc | Ozone Park | NY | 01/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Manhasset | NY | 02/2012 | Present |
| J.P. Morgan Securities Llc | Manhasset | NY | 11/2020 | Present |
| 15840 Realty Llc | Howard Beach | NY | 01/2018 | Present |
| J.P. Morgan Securities Llc | Manhasset | NY | 02/2013 | 05/2017 |
| Tahoe Equities Llc | Zone Park | NY | 03/2021 | Present |
Entity Name: TAHOE EQUITIES LLC Investment related: Y Address: 14931 TAHOE STREET OZONE PARK, NY 11417 Nature of the other business: Real Estate Position/Title/Relationship: Manager Start Date: 03/19/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 10 Briefly describe your duties: Property rental income, managing expenses and finances of the company ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: 10540 CROSSBAY, LLC. POSITION: 100% MEMBER START DATE: 5/1/2014 ADDRESS: 10540 Ozone Park, NY 11417 DETAILS: 10540 OZONE PARK, NY. Owner of property HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS PER MONTH HOURS DURING TRADING: ZERO INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: CROSSBAY ASSETS, LLC. POSITION: 50% MEMBER START DATE: 1/1/2017 ADDRESS: 10511-13-15 OZONE PARK, NY. 10612 OZONE PARK, NY DETAILS: 10511-13-15 OZONE PARK, NY. 10612 OZONE PARK, NY. REAL ESTATE / LESSOR OF COMMERCIAL AND RESIDENTIAL PROPERTY. HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS PER MONTH HOURS DURING TRADING: ZERO INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: 15840 REALTY LLC POSITION: 50% MEMBER START DATE: 1/9/2018 ADDRESS: 15840 96 STREET HOWARD BEACH, NY 11414 DETAILS: 15840 96 STREET HOWARD BEACH, NY 11414 Owner of property HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS PER MONTH HOURS DURING TRADING: ZERO INVESTMENT RELATED: YES PLEASE NOTE: 15840 REALTY LLC WAS REPORTED PRECLEARENCE AND WAS REPORTED AS AN "OUTSIDE BUSINESS ACTIVITY" WITH CHASE EMPLOYER WHILE IN SERVICE AS AN LLC PLEASE NOTE: 10540 CROSSBAY LLC WAS REPORTED PRECLEARENCE AND WAS REPORTED AS AN "OUTSIDE BUSINESS ACTIVITY" WITH CHASE EMPLOYER WHILE IN SERVICE AS AN LLC PLEASE NOTE: CROSSBAY ASSETS LLC WAS REPORTED PRECLEARENCE AND WAS REPORTED AS AN "OUTSIDE BUSINESS ACTIVITY" WITH CHASE EMPLOYER WHILE IN SERVICE AS AN LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-12 |
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