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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-09-19 |
| KY | RA | APPROVED | 2012-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Lexington | KY | 12/2010 | Present |
| J.P. Morgan Securities Llc | Lexington | KY | 10/2012 | Present |
| Swivet Group Llc | Lexington | KY | 07/2022 | Present |
Entity Name: Swivet Group LLC Investment related: No "Address: 508 W 2nd St Ste 120 Lexington, KY 40508" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Company will purchase commercial real estate. It is a Member Managed LLC where I am a member and part owner. It is not similar to my role at JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-01 |
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