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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-15 |
| NC | RA | APPROVED | 2024-05-07 |
Branch Locations
2901 South Blvd , Charlotte, NC 28209 • United States
2023 Beatties Ford Rd Unit 100, Charlotte, NC 28216 • United States
4345 Park Rd, Charlotte, NC 28209 • United States
3053A Freedom Dr, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Merritt Island | FL | 11/2015 | 02/2020 |
| Jp Morgan Securities Llc | Merritt Island | FL | 06/2017 | 02/2020 |
| Jp Morgan Chase Securities Llc | Charlotte | NC | 02/2020 | 03/2024 |
| Jp Morgan Chase Bank, Na | Charlotte | NC | 02/2020 | 12/2020 |
| Jp Morgan Chase Bank, Na | Charlotte | NC | 12/2020 | 03/2024 |
| Naz Properties Llc | Charlotte | NC | 01/2024 | Present |
| Jp Morgan Chase Bank, N.A. | Concord | NC | 04/2024 | Present |
| Jpmorgan Securities Llc | Concord | NC | 04/2024 | Present |
Entity Name: Naz Properties LLC Investment related: No Address: Charlotte NC 28277 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/24/2024 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real Estate asset. The ownership was transferred over to LLC this year. Non revenue generating business. Premises are being uses as my primary residency.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-04 |
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