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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-21 |
| TX | RA | APPROVED | 2023-02-21 |
Branch Locations
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | New York | NY | 07/2017 | 04/2022 |
| Cvs Health | Mamaroneck | NY | 12/2016 | 07/2017 |
| Strategic Financial Solutions | New York | NY | 08/2016 | 12/2016 |
| Jpmorgan Securities Llc | New York | NY | 07/2017 | 04/2022 |
| Charles Schwab & Co., Inc. | New York City | NY | 04/2022 | 01/2023 |
| Charles Schwab Bank, Ssb | New York City | NY | 04/2022 | 01/2023 |
| J.P. Morgan Securities Llc | New York | NY | 01/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 01/2023 | Present |
| Skyline Homes Llc | Yonkers | NY | 10/2023 | Present |
Entity Name: Skyline Homes LLC Investment related: No Address: 2 Sadore Lane 3A Yonkers, NY 10710 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/22/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am buying a property and renting it out. There is no similarity with my JPMC role and there is no connection to JPMC. Effective 1/23/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-11 |
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