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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED | 2024-03-29 |
Branch Locations
1201 Demonbreun St Ste 1280, Nashville, TN 37203 • United States
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Nashville | TN | 03/2009 | Present |
| Jpmorgan Chase Bank, N.A. | Nashville | TN | 04/2006 | Present |
| Energyx | Austin | TX | 05/2024 | Present |
Entity Name: Bialek Ventures Investment related: No Address: Private Residence Nature of the other business: Interior Design Position/Title/Relationship: Owner/Partner Start Date: 04/30/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife and I are created an entity, Bialek Ventures. The entity is her business where she serves as an interior design/organization consultant for families in our community. I have no involvement in the day-to-day operations of the business. I am completely passive with ownership interest only. Entity Name: EnergyX Investment related: No "Address: 1624 Headway Circle Austin, TX 78754, Website https://energyx.com/" Nature of the other business: Clean Energy Technology Position/Title/Relationship: Owner/Partner Start Date: 05/31/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: EnergyX is a clean energy technology company that builds disruptive technologies to power a sustainable future with lithium and batteries. My only role is that I will be a passive investor in the company."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-04 |
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