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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
451 Florida St Floor 6, Suite 625, Baton Rouge, LA 70801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Coffee Co. | Baton Rouge | LA | 04/2026 | Present |
| Nylife Securities Llc | New Orleans | LA | 07/2017 | 07/2019 |
| New York Life Insurance Co. | New Orleans | LA | 05/2017 | 07/2019 |
| Louisiana State University | Baton Rouge | LA | 08/2015 | 05/2017 |
| Burns And Co. Real Estate | Baton Rouge | LA | 09/2016 | 05/2017 |
| New York Life | White Plains | NY | 07/2019 | 02/2024 |
| Park Avenue Securities | New York | NY | 03/2024 | 06/2024 |
| Guardian Life Insurance | New York | NY | 03/2024 | 06/2024 |
| Guardian Life Insurance Company | Baton Rouge | FL | 06/2024 | 03/2025 |
| Park Avenue Securities | Baton Rouge | FL | 06/2024 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Baton Rouge | LA | 03/2025 | Present |
| J.P. Morgan Securities Llc | Baton Rouge | LA | 03/2025 | Present |
Entity Name: Family Coffee Co. Investment related: No Address: https://www.familycoffee.co/ Nature of the other business: Coffee Company Position/Title/Relationship: Owner/Partner Start Date: 04/22/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am investor in a company called Family Coffee Co. Our intention is to sell coffee direct to consumer. The role is not similar to my role with JPM and there is no connection to JPM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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