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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2022-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Denver | CO | 07/2018 | Present |
| J.P. Morgan Securities Llc | Denver | CO | 07/2018 | Present |
| Brown Brothers Harriman | New York | NY | 01/2016 | 06/2018 |
Entity Name: Prospect Street Writers House Investment related: Yes Address: 20 Prospect Street, North Bennington, VT 05257. https://www.prospectstreet.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/27/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This non profit's mission is to provide housing, food and other accommodations to aspiring writers. My role as board treasurer is to provide strategic guidance as it relates to budgeting and financials.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-08 |
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