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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
241 5Th Ave N Suite 900, Minneapolis, MN 55401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Minneapolis | MN | 09/2016 | Present |
| Jpmorgan Securities Llc | Minneapolis | MN | 09/2016 | Present |
| Dolla-Duarte Investments Llc | Chanhassen | MN | 04/2026 | Present |
Entity Name: Dolla-Duarte Investments LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/29/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a holding LLC that my husband owns - this holding holds an investment property (single family home we plan to rent, located in Chanhassen, MN)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-20 |
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