Margaret Dahlgren Pape

Employer firm

Blvd Private Wealth, LLC CRD 310682

$220M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 10/2018
  Jp Morgan Chase Bank
  Louisville, KY
• 11/2018 → Present
  Jp Morgan Securities, Llc
  Louisville, KY
• 11/2015 → 10/2018
  Jp Morgan Chase Bank
  Louisville, KY
• 11/2018 → 11/2021
  Jp Morgan Chase Bank, N.A.
  Louisville, KY
• 11/2021 → Present
  Blvd Private Wealth
  Prospect, KY
• 01/2022 → Present
  Blvd Private Wealth, Llc
  Prospect, KY

Previous Registrations

• 2018-12-21 → 2021-11-13
  J.P. Morgan Securities Llc
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY

Exams

• S66 Uniform Combined State Law Examination
  2018-12-14
• S63 Uniform Securities Agent State Law Examination
  2014-12-05

Designations

• Certified Financial Planner

Other Names

• Margaret Dahlgren
• Margaret D Pape
• Margaret D Greene
• Margaret Dahlgren Greene
• Margaret Greene
• Margaret Pape