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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-01 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
650 S Exeter St Floor 09, Baltimore, MD 21202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Washington | DC | 08/2013 | Present |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 08/2013 | Present |
Entity Name: The Children's Inn at NIH Investment related: Yes Address: 7, Bethesda, MD www.childrensinn.org Nature of the other business: Private, nonprofit, family-centered hospitality house Position/Title/Relationship: Trustee/Finance Committee Member, Board Member Start Date: 22-Sep-2015 Approximate # of hours a month: 2-5 hours monthly from September to May; minimal commitment during the summer months. Approximate # of hours during securities trading hours: 2 bi-monthly Finance Committee call, 3 quarterly Board Meetings Briefly describe your duties: Finance Committee Member, Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-08 |
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