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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-02-27 |
| TX | RA | APPROVED | 2024-02-26 |
Branch Locations
201 Saint Charles Ave Floor 28, New Orleans, LA 70170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Securities, Inc. | New Orleans | LA | 12/2005 | 12/2016 |
| Capital One Na | New Orleans | LA | 01/2015 | 12/2016 |
| Jpmorgan Chase Bank, N.A. | New Orleans | LA | 08/2017 | Present |
| J.P. Morgan Securities Llc | New Orleans | LA | 08/2017 | Present |
| Unemployed | New Orleans | LA | 12/2016 | 08/2017 |
| Dellbarn Investments Stafford, Llc | Houston | TX | 03/2016 | 05/2021 |
| Barnett Tensas Investments I Llc | Houston | TX | 04/2017 | 02/2025 |
| Burnside Family Limited Partnership | Newellton | LA | 08/1997 | 02/2025 |
Entity Name: St Charles Avenue Presbyterian Church Investment related: No Address: 1545 ST Charles Avenue New Orleans, LA 70118 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/31/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Church Finance Committee Member No connection to JPMChase
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-14 |
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