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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED | 2024-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Jensen Beach | FL | 06/2014 | 07/2017 |
| Jp Morgan Chase Bank | Stuart | FL | 07/2017 | 08/2019 |
| Jp Morgan Securities Llc | Stuart | FL | 08/2019 | 05/2024 |
| Jpmorgan Chase Bank N.A. | Stuart | FL | 08/2019 | 05/2024 |
| J.P. Morgan Securities Llc | Jupiter | FL | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Jupiter | FL | 06/2024 | Present |
Entity Name: St. Elizabeth Ann Seton Catholic Church - Finance Council Investment related: Yes "Address: 930 S.W. Tunis Ave. Port St. Lucie, FL 34953 https://seascatholicparish.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Finance Council serves as an advisory body to the pastor/pastoral administrator and the Pastoral Council regarding the administration and stewardship of human resources, parish facilities, and parish finances, including the annual budget and long-range financial development. My responsibilities will be strictly limited to budget suggestions and commentary. There will be NO responsibility or duties regarding investing and/or control of assets. The council serves in an advisory capacity only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
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