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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-15 |
| WI | RA | APPROVED | 2026-08-15 |
Branch Locations
111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Milwaukee | WI | 07/2026 | Present |
| J.P. Morgan Securities Llc | Milwaukee | WI | 07/2026 | Present |
| Unemployed | Milwaukee | WI | 05/2026 | 07/2026 |
| Marquette University | Milwaukee | WI | 08/2024 | 05/2026 |
| Athleta, Gap Inc | Wauwatosa | WI | 04/2025 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Milwaukee | WI | 06/2025 | 08/2025 |
| Anthony Vince Nail Spa | Wauwatosa | WI | 11/2019 | 06/2025 |
| Ozaukee Country Club | Mequon | WI | 05/2024 | 10/2024 |
| Marquette University | Milwaukee | WI | 08/2020 | 05/2024 |
| Mlg Capital | Brookfield | WI | 06/2023 | 12/2023 |
| Tupelo Honey Southern Kitchen & Bar | Milwaukee | WI | 05/2022 | 07/2023 |
| Northwestern Mutual | Milwaukee | WI | 05/2022 | 10/2022 |
| Egd Llc, Zister's Restaurant | Elm Grove | WI | 05/2021 | 08/2022 |
| Marquette University | Milwaukee | WI | 10/2021 | 05/2022 |
| Marquette University Spirit Shop | Milwaukee | WI | 01/2021 | 05/2021 |
| Unemployed | Milwaukee | WI | 05/2020 | 08/2020 |
| Panera, Llc | Brookfield | WI | 06/2018 | 05/2020 |
| Unemployed | Milwaukee | WI | 08/2017 | 06/2018 |
| Gethappyusa Llc | Wauwatosa | WI | 05/2017 | 08/2017 |
| Unemployed | Milwaukee | WI | 07/2016 | 05/2017 |
NAME OF OTHER BUSINESS:Special Spaces Wisconsin IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:10936 N Port Washington Rd ,Mequon,WI,53092,USA NATURE OF OTHER BUSINESS:Non-profit organization YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Board of Directors member START DATE OF YOUR RELATIONSHIP:2025-07-08 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:3 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Board member on the Young Professional Board. Help with organizing events to help fundraise for creating dream bedrooms for children with serious medical conditions. IS THIS A RESIDENTIAL ADDRESS?:No NAME OF OTHER BUSINESS:Marquette University S-Lab IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:1250 W Wisconsin Ave ,Milwaukee,WI,53233,USA NATURE OF OTHER BUSINESS:Governance + Sustainability YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Board of Directors member START DATE OF YOUR RELATIONSHIP:2026-06-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I am the first recent Marquette alum to join the board, helping the cross disciplinary project known as S-Lab, research and disseminate knowledge around sustainable efforts in the local community and beyond. I offer insights from a student perspective to help guide on how we can transition the coursework and curriculum to prepare future students. IS THIS A RESIDENTIAL ADDRESS?:No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-11 |
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