Genna Heinrich

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-06-16
TX	RA	APPROVED	2022-06-16

Branch Locations

390 Madison Ave Floor 11, New York, NY 10017 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	New York	NY	06/2022	Present
Jpmorgan Chase Bank, N.A.	New York	NY	06/2022	Present
Bank Of America	Pennington	NJ	08/2019	05/2022
Chacker & Chacker	Lawrencevllle	NJ	01/2013	12/2020
Brightview Landscapes, Llc	Fairfield	CT	05/2018	08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	08/2019	05/2022
Fairfield University	Fairfield	CT	09/2015	05/2019

06/2022 → Present

J.P. Morgan Securities Llc

New York, NY
06/2022 → Present

Jpmorgan Chase Bank, N.A.

New York, NY
08/2019 → 05/2022

Bank Of America

Pennington, NJ
01/2013 → 12/2020

Chacker & Chacker

Lawrencevllle, NJ
05/2018 → 08/2018

Brightview Landscapes, Llc

Fairfield, CT
08/2019 → 05/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
09/2015 → 05/2019

Fairfield University

Fairfield, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-26

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