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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2024-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | La Jolla | CA | 12/2015 | 09/2021 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 10/2021 | 09/2024 |
| J.P. Morgan Securities Llc | Chicago | IL | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 09/2024 | Present |
| Northshore Holdings Llc | Wilmette | IL | 10/2024 | Present |
Entity Name: Northshore Holdings LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate rental property business. Three equal owners between myself, wife, and mother in law. No connection with JPMorgan Chase. LLC was opened simply to receive proceeds from sale of home coming in 08/05/2025. Real estate will be liquidated by then.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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