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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Cleveland | OH | 01/2023 | 08/2023 |
| Jpmorgan Securities Llc | Cleveland | OH | 01/2023 | 08/2023 |
| City First Mortgage Services Llc | Bountiful | UT | 07/2022 | 01/2023 |
| Ruby Grove D/B/A Rooney Schoen Design+Build | Hudson | OH | 01/2019 | 07/2022 |
| Hometrust Llc D/B/A Clearsale | Denver | CO | 12/2015 | 07/2020 |
| Beachgrove Homes, Inc. | Tampa | FL | 05/2024 | Present |
| Jp Morgan Chase Bank, N.A. | Tampa | FL | 09/2023 | Present |
| Jpmorgan Securities Llc | Tampa | FL | 09/2023 | Present |
Entity Name: Beachgrove Homes, Inc. Investment related: Yes Address: Tampa, FL 33606 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/30/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Holding company for real estate investing, buying, selling or renting real estate. My role is passive in nature and my wife will serve as the President and manager of any necessary day to day business dealings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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