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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-19 |
| UT | RA | APPROVED | 2023-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Salt Lake City | UT | 06/2014 | 07/2023 |
| Jpmorgan Chase Bank Na | Salt Lake City | UT | 06/2014 | 07/2023 |
| J&A Venture Holdings Llc | Lehi | UT | 08/2020 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 07/2023 | Present |
| Bank Of America, N.A. | Salt Lake City | UT | 09/2023 | Present |
I*1411264 For profit or not for profit: Entity For Profit Name of outside business organization: J&A Venture Holdings LLC Investment related: N Address of business: Lehi, Utah, 84043, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 7/22/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , This is a holding company that owns two rental properties. We receive rent from those rental properties. I*1406255 For profit or not for profit: Entity For Profit Name of outside business organization: AT FL Investments LLC Investment related: N Address of business: Lehi, Utah, 84043, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 5/15/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , This is for an investment property in Kissimmee, FL I*1406256 For profit or not for profit: Entity For Profit Name of outside business organization: Red Sand Properties LLC Investment related: N Address of business: Lehi, utah, 84043, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/19/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , This is a rental property in Hurricane, UT. I am an owner in the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-13 |
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