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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| PA | RA | APPROVED | 2024-06-06 |
Branch Locations
6540 Lower York Rd, New Hope, PA 18938 • United States
994 2Nd Street Pike, Richboro, PA 18954 • United States
136 Welsh Rd, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2014 | 03/2017 |
| Bank Of America, N.A. | Pennington | NJ | 10/2014 | 03/2017 |
| Blackrock Investments, Llc | Princeton | NJ | 03/2017 | 04/2024 |
| J.P. Morgan Securities Llc | Warminster | PA | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Warminster | PA | 06/2024 | Present |
| Blackrock | Princeton | NJ | 03/2017 | 05/2024 |
| Blackrock Investment Management, Llc | Princeton | NJ | 03/2017 | 04/2024 |
Entity Name: JD17 Solutions Investment related: Address: Bristol, PA Nature of the other business: Vending Machine Position/Title/Relationship: Owner/Partner Start Date: 10/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is not similar to my role at JP Morgan. It is a vending machine business in which I would be part owner of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-22 |
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