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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-28 |
| WA | RA | APPROVED | 2012-10-01 |
Branch Locations
E 12005 Sprague Avenue, Spokane Valley, WA 99206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cheney | WA | 10/2012 | Present |
| Affluent Resources, Llc | Crestline | WA | 08/2018 | Present |
| Affluent Resources- 10000 Schweitzer Mountain Rd Unit 409/411 | Spokane | WA | 09/2022 | Present |
Entity Name: Cameron and Tasha Malcolm Investment related: No Address: Worley Idaho Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/28/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a personal 2nd lake cabin home. We will rent it out when not in use. Entity Name: Affluent Resources- Schweitzer Mountain Investment related: Yes Address: Spokane WA 99203 Nature of the other business: Resorts Position/Title/Relationship: Owner/Partner Start Date: 09/30/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a Hotel Unit Condo that are connected at a mountain resort village that we will use personally as well as Schweitzer Mountain resort will rent out while we are not using. They manage the units 100 percent of the time while we are not using it. Entity Name: Cameron and Tasha Malcolm Investment related: Y Address: Spokane WA Nature of the other business: Real estate Position/Title/Relationship: owner/ partner Start Date: 09/08/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Single Family Rental Property ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 2/2/2019 ADDRESS: SPOKANE, WA. DETAILS: Single Family Rental Home INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: AFFLUENT RESOURCES, LLC. POSITION: OWNER START DATE: 8/11/2018 ADDRESS: Crestline, WA DETAILS: LLC TO MANAGE THE SINGLE FAMILY RENTAL PROPERITES I OWN. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 10/19/2017 ADDRESS: SPOKANE, WA. DETAILS: Rental Maintenance and Property Management HOURS DEDICATED (per month unless otherwise indicated): 5 HRS A MONTHS HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/7/2014 ADDRESS: SPOKANE, WA. DETAILS: Rental property HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-10 |
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