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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-19 |
| TX | RA | APPROVED | 2023-05-19 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester University | West Chester | NJ | 08/2013 | 05/2017 |
| Umb Fund Services | Chadds Ford | PA | 05/2016 | 10/2016 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2017 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 08/2017 | Present |
| J.P. Morgan Securities Llc | Philadelphia | PA | 07/2019 | Present |
Entity Name: Jewish Community Foundation, Inc. Investment related: Yes "Address: 1301 Springdale Rd Suite 200, Cherry Hill, NJ 08003 https://www.jcfsnj.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 12/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Administration of philanthropic vehicles for donors to give back to the Jewish community within Southern NJ. Investment committee member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-23 |
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