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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tampa | FL | 12/2010 | Present |
| Jpmorgan Chase Bank | Tampa | FL | 12/2010 | Present |
Entity Name: Tampa Museum of Art Investment related: No Address: 120 Tampa, Florida Nature of the other business: Museum Position/Title/Relationship: Director Start Date: 08-May-2019 Approximate # of hours a month: 1-2hours every quarter Approximate # of hours during securities trading hours: 1 Briefly describe your duties: Treasurer, Tampa Museum of Art Foundation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-29 |
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