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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-04 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federal Deposit Insurance Corporation (Fdic) | Springfield | MA | 08/2016 | 01/2018 |
| Morgan Stanley & Co. Llc | New York | NY | 01/2018 | 01/2020 |
| Morgan Stanley | New York | NY | 02/2020 | 07/2021 |
| J.P. Morgan Securities Llc | New York | NY | 08/2021 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2021 | Present |
Entity Name: Snowbird Sports Investment related: No "Address: NY, NY 10007" Nature of the other business: Sports Position/Title/Relationship: Owner/Partner Start Date: 10/24/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Golf club fitting and building. No connection to JPMC. Effective 8/16/2021 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
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