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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-13 |
| TX | RA | APPROVED | 2024-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Denver | CO | 08/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 08/2012 | Present |
| Hallen Ventures Llc | Denver | CO | 12/2018 | Present |
Entity Name: Hallen Ventures LLC Investment related: Yes Address: Denver, CO Nature of the other business: Family LLC for Tax & Estate Planning Purposes Position/Title/Relationship: Investor/Partial Owner Start Date: 31-Dec-2018 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-12 |
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