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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-12 |
| TX | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 07/2012 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 07/2018 | Present |
| Jp Morgan | New York | NY | 08/2017 | 07/2018 |
| Jp Morgan | New York | NY | 11/2015 | 08/2017 |
Entity Name: Bear Lakes Country Club Investment related: Yes Address: 1901 Village Blvd, West Palm Beach, FL 33409; www.bearlakes.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Golf club, and I am joining the Finance Committee that oversees annual budgets and capital spending projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-27 |
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