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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-31 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
12860 El Camino Real Floor 02, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (Crd: 7691) | San Diego | CA | 04/2015 | 01/2022 |
| Bank Of America Na | Sna Diego | CA | 04/2015 | 01/2023 |
| Jpmorgan Chase Bank Na | San Diego | CA | 01/2023 | Present |
| Jpmorgan Securities Llc | San Diego | CA | 01/2023 | Present |
Entity Name: Jukebox Investment related: No Address: San Diego, California, 92120 Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2009 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Corporate & wedding band. I play bass sparingly with the band if they need me (once, max twice a year). It is not related to JPM nor does it devote any hours during the day.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-25 |
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