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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-25 |
| WA | RA | APPROVED | 2019-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Incorporated | Shoreline | WA | 10/2014 | 11/2019 |
| Bank Of America, N.A. | Shoreline | WA | 01/2015 | 11/2019 |
| Jp Morgan Securities, Llc | Seattle | WA | 11/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Seattle | WA | 11/2019 | Present |
| Monty Long Jr | Seattle | WA | 02/2024 | Present |
Entity Name: Monty Long Jr Investment related: No Address: Seattle WA 98107 Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 02/27/2024 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Actor, Model ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/1/2013 ADDRESS: 1752 SEATTLE WA DETAILS: Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 30 MINUTES HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-04 |
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