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William Victor Acosta

J.P. Morgan Securities LLC

Tempe, AZ

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-09-23
AZ RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2013-09-23
  • AZ RA
    APPROVED
    Since 2012-10-01

Branch Locations

4714 S. Rural Road, Tempe, AZ 85282 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
77 E Kelly, Llc Tempe AZ 04/2016 Present
5224 S 22Nd, Llc. Phoenix AZ 04/2016 03/2022
Beashouse, Llc. Scottdale AZ 12/2017 Present
Jp Morgan Securities Llc Chandler AZ 06/2013 Present
Rocky Point Connect, Llc Chandler AZ 06/2019 06/2022
Dolphin Bay Rentals Llc Chandler AZ 08/2021 Present
  • 04/2016 → Present
    77 E Kelly, Llc
    Tempe, AZ
  • 04/2016 → 03/2022
    5224 S 22Nd, Llc.
    Phoenix, AZ
  • 12/2017 → Present
    Beashouse, Llc.
    Scottdale, AZ
  • 06/2013 → Present
    Chandler, AZ
  • 06/2019 → 06/2022
    Rocky Point Connect, Llc
    Chandler, AZ
  • 08/2021 → Present
    Dolphin Bay Rentals Llc
    Chandler, AZ
Previous Registrations
  • 2010-03-11 → 2012-10-01
    Chase Investment Services Corp.
    Tempe, AZ
    Chandler, AZ
    Chandler, AZ
    Chandler, AZ
    Chandler, AZ
    Tempe, AZ
    Chandler, AZ
    Chandler, AZ
    Mesa, AZ
    Tempe, AZ
    Chandler, AZ
    Phoenix, AZ
    Tempe, AZ
Other Businesses

Entity Name: Dolphin Bay Rentals LLC Investment related: N Address: Chandler AZ 85226 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be the managing member of this LLC. This will be a family investment. We will offer vacation rentals similar to VRBO in San Carlos Mexico. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: 77 E KELLY, LLC. POSITION: MANAGING MEMBER START DATE: 4/4/2016 ADDRESS: 77 TEMPE AZ DETAILS: landlord of the investment property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 3 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: BEASHOUSE, LLC. POSITION: MEMBER OF LLC / PARTIAL OWNER 50% START DATE: 12/1/2017 ADDRESS: 12948 Scottsdale AZ DETAILS: BEACH HOUSE IN MEXICO TO USE FOR PERSONAL USE THAT WE ALSO PLAN TO RENT IT FOR INCOME. I WILL BE THE TRANSLATOR WHEN NECESSARY AND RESPONSIBLE FOR COLLECTING RENTAL PAYMENTS FROM PROSPECTIVE TENANTS. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 10 HOURS PER MONTH HOURS DURING TRADING: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-25
S63 Uniform Securities Agent State Law Examination 2006-07-27
  • S66 Uniform Combined State Law Examination
    2010-02-25
  • S63 Uniform Securities Agent State Law Examination
    2006-07-27
Other Names
  • William V Acosta
  • Will Acosta

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