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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-22 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Denver | CO | 05/2017 | Present |
| Jpmorgan Securities Llc | Denver | CO | 05/2017 | Present |
| Jp Morgan | Jersey City | NJ | 07/2015 | 05/2017 |
Entity Name: Good Shepherd Catholic Church Investment related: Yes Address: 2626 Denver, CO Nature of the other business: A Catholic Church Position/Title/Relationship: Finance Committee Start Date: 09-Dec-2019 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 2 Briefly describe your duties: Finance Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-15 |
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