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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-24 |
| AZ | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities, Llc | Tucson | AZ | 11/2013 | 09/2018 |
| Jp Morgan Chase Bank, N.A. | Tucson | AZ | 11/2015 | 09/2018 |
| Jpmorgan Chase Bank, Na | Tuscon | AZ | 09/2018 | 11/2018 |
| Jp Morgan Securities Llc | Tuscon | AZ | 09/2018 | 11/2018 |
| Jpmorgan Chase Bank, Na | Tuscon | AZ | 11/2018 | Present |
| Jp Morgan Securities Llc | Tuscon | AZ | 11/2018 | Present |
Entity Name: Holy Cross Presbyterian Church Investment related: No Address: 7730 N. Cortaro Rd., Suite 105 Tucson, AZ 85743 https://www.holycrosstucson.com/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Members Start Date: 01/14/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a local church that serves the community. My role is as an elder which is functionally equivalent to being on the board. The board collectively makes financial decisions for the organization. There is no connection to JPMC except that the church has its bank accounts with Chase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-03 |
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