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444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-01-31 |
| IL | RA | APPROVED | 2023-01-31 |
Branch Locations
444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpm Investment Management | New York | NY | 08/2017 | 02/2018 |
| Jpm Institutional Investments Inc | New York | NY | 08/2017 | 02/2018 |
| J.P Morgan Chase Bank | New York | NY | 05/2016 | 08/2017 |
| Jpmorgan Chase Bank Na | New York | NY | 03/2018 | 09/2021 |
| Jpmorgan Securities Llc | New York | NY | 03/2018 | 09/2021 |
| Geowealth Management Llc | Chicago | IL | 10/2021 | 05/2024 |
| Geowealth Management Llc | Chicago | IL | 06/2024 | Present |
Wing Design Greenwich - Owner- interior design - not investment related. Hours and compensation depend on project - 10-20 hours per week, none during securities trading hours. Start date 9/4/25.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-06 |
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