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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-15 |
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia | PA | 12/2010 | Present |
| Jpmorgan Chase Bank | Philadelphia | PA | 12/2010 | Present |
Entity Name: Primary Kids Inc. Investment related: No "Address: https://www.primary.com/?srsltid=AfmBOoo5y1u017CRVNgJoDQcnAZQnvWZBGE2Ff3lVidTkhfnxX1OWTAO" Nature of the other business: Clothing Apparel Position/Title/Relationship: Owner/Partner Start Date: 08/22/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No responsibilities with the company. Passive investor only. I am unaware of any connection with JP Morgan and the scope of this business is unrelated to my role at JPM. Entity Name: Philadelphia Ronald McDonald House Investment related: Yes Address: 3925 Chestnut Street Philadelphia, PA 19104 Nature of the other business: The Philadelphia Ronald McDonald House supports families of seriously ill children by creating a community of comfort and hope. Position/Title/Relationship: Director Start Date: 14-Sep-2016 Approximate # of hours a month: 5-10 hours a month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board Member, Member of Finance Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S66 | Uniform Combined State Law Examination | 2005-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-21 |
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