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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-03-31 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 02/2023 | Present |
| J.P. Morgan Securities Llc | Indianapolis | IN | 02/2023 | Present |
| Pnc Bank Na | Indianapolis | IN | 06/2016 | 01/2023 |
| Indiana University | Bloomington | IN | 08/2013 | 05/2017 |
Entity Name: Junior League of Indianapolis Investment related: Yes Address: 1060 N. Capitol Avenue Suite 3-101 Indianapolis, IN 46204 https://www.jlindy.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/17/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Org of women committed to advancing women's leadership for community impact through volunteer action, collaboration, and training. role info: THIS IS NOT A BOARD OR ELECTED POSITION. Volunteer on investment committee. collective committee- monitor investment strategy, review performance, monitor investment manager. no individual discretion or authority. board has discretion & authority. junior league not in financial services- providing expertise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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