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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-03 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan | Dallas | TX | 08/2014 | Present |
| Beachbody Llc | Santa Monica | CA | 07/2015 | 09/2017 |
Entity Name: Girl Scouts of Northeast Texas Investment related: Yes "Address: https://www.gsnetx.org/ 6001 Summerside Drive Dallas, Texas 75252 972-349-2400" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The board is organized to accomplish board responsibilities through standing committees and/or task groups. Individuals are matched depending on the individual's availability, interest, skills, and talents. I am requesting to join the Finance Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-17 |
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