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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-18 |
Branch Locations
10 S Dearborn St, Chicago, IL 60603-2300 • United States
20855 Stone Oak Pkwy Floor 02, San Antonio, TX 78258 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio, | TX | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 01/2019 | 09/2022 |
| Papa Johns | San Antonio | TX | 08/2014 | 12/2018 |
| H&R Block | San Antonio | TX | 10/2017 | 04/2018 |
| H&R Block | San Antonio | TX | 11/2016 | 04/2017 |
| Pro Valet Trash | Austin | TX | 04/2025 | 04/2025 |
Entity Name: Laurel Heights Seventh Day Adventist Church Investment related: Yes "Address: 703 west ashby place san antonio texas 78212" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 12/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No connection to my role at JPMC. The church board is asking that i add to my responsibilities as the church treasurer ( which i had already pre-cleared prior) and add Church finance Committee chairman to the role. Currently as treasurer i make sure the church bills are paid, and send the pastor the donation numbers. as chairman of finance committee they would ask that once i month i present the numbers in a powerpoint to the board, and ask ministry leaders of the church for their budgets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
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