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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-07 |
| TX | RA | APPROVED | 2024-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Denver | CO | 02/2017 | Present |
| Jpmorgan Securities Llc | Denver | CO | 02/2017 | Present |
| Janus Capital Group | Denver | CO | 08/2016 | 11/2016 |
| Janus Capital Group | Denver | CO | 11/2016 | 02/2017 |
| Red Rocks Church | Denver | CO | 07/2011 | 01/2025 |
Entity Name: T-Bar Trilogy LLC Investment related: No Address: 2488 Meade St Denver, CO 80211 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/03/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: This LLC is created to hold residential real estate located at 1614 Buffehr Creek Rd A19 Vail, CO. The entity will be owned my myself, my wife, and my parents. My parents do have personal JPMC accounts."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-30 |
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