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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2024-03-27 |
Branch Locations
201 Saint Charles Ave Floor 28, New Orleans, LA 70170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | New Orleans | LA | 08/2017 | Present |
| Jpmorgan Securities Llc | New Orleans | LA | 08/2017 | Present |
| Tulane University | New Orleans | LA | 08/2015 | 05/2017 |
| Homemaker | Covington | LA | 05/2017 | 08/2017 |
Entity Name: Corner Post Enterprises, LLC Investment related: No "Address: 766 Arrow Trail, Bozeman, MT 59718 cpostllc.com " Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/02/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Business development and consulting for real estate, construction, project management, etc. My family member is starting the company and gifting me and my husband each a 1% interest in the new company. We will have no responsibilities and I will not have a role similar to my job at JPMC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-10 |
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