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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-19 |
| TX | RA | APPROVED_RES | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gulfside Elevator | Naples | FL | 08/2015 | 03/2017 |
| Hbks Wealth Advisors | Naples | FL | 04/2017 | 07/2025 |
| Park Shore Partners | Naples | FL | 04/2017 | 02/2025 |
| Jpmorgan Chase Bank, N.A. | Naples | FL | 08/2025 | Present |
| J.P. Morgan Securities Llc | Naples | FL | 08/2025 | Present |
Entity Name: Baby Basics of Collier County, Inc Investment related: No Address: 38 Neapolitan Way, Unit#132 Naples, FL 34103-3119 https://babybasicscollier.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Baby Basics is a small non profit, in Naples Florida that provides free diapers on a consistent basis to low-income working families. I have served on the board for several years and I run a monthly diaper distribution site. Where I deliver Diapers to the same hard working families in our community each month. I also help with accounting needs as they arise. I am a member of the financial committee but I do not make investment recommendations in my role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-20 |
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