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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-29 |
| TX | RA | APPROVED | 2024-03-28 |
Branch Locations
201 S Main St Floor 13, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Salt Lake City | UT | 07/2013 | Present |
| Jpmorgan Chase Bank Na | Salt Lake City | UT | 07/2013 | Present |
Entity Name: Utah Museum of Contemporary Art Investment related: Yes "Address: 20 S W Temple St, Salt Lake City, UT 84101 https://utahmoca.org/ " Nature of the other business: Art Museum Position/Title/Relationship: Board Member Start Date: 04/18/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Utah's longest standing museum of contemporary art. Originally created in the 1930's. As a board member i would be asked to join the audit committee and ambassador circle. Roles are not directly tied to my work with JPMC, but my finance background and community connections will help with both tasks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-14 |
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