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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-13 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fort Worth | TX | 08/2014 | Present |
| Jpmorgan Chase Bank Na | Fort Worth | TX | 08/2014 | Present |
Entity Name: Highland Park United Methodist Church Investment related: Yes "Address: 3300 Mockingbird Ln, Dallas, TX 75205" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Highland Park United Methodist Church is church in Dallas, Texas. I will be on the Investment Committee. Per Church's bylaws, the Committee is responsible for managing, investing, and overseeing the investment of the Church's endowment funds and fund which the Finance Committee determines should be invested in other than cash/cash-equivalent securities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-22 |
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