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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-19 |
| IL | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palatine | IL | 10/2012 | Present |
| Land Trust Ownership | Itasca | IL | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Palatine | IL | 06/1995 | Present |
Entity Name: Land Trust Ownership Investment related: No Address: Itasca IL 60005 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/20/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Purchasing property inside of a land trust with my adult (26 Years Old) son. My spouse and I will have 50% ownership of the land trust. No connections or similarities to my role at JPMC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-02 |
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