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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-17 |
| TX | RA | APPROVED | 2024-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Miami | FL | 06/2020 | Present |
| Jpmorgan Securities Llc | Miami | FL | 06/2020 | Present |
| University Of Miami - Housing And Residential Life | Coral Gables | FL | 03/2017 | 05/2020 |
| Citigroup | New York | NY | 06/2018 | 08/2018 |
| Patti And Herbert Wellness Center | Coral Gables | FL | 03/2017 | 04/2018 |
| University Of Miami | Coral Gables | FL | 06/2016 | 05/2020 |
| Jpmorgan Chase Bank Na | Miami | FL | 05/2019 | 08/2019 |
| Yoga Joint Ventures Llc | Sunrise | FL | 08/2024 | 11/2024 |
| Jetset Franchising, Llc | Miami Beach | FL | 06/2025 | Present |
Entity Name: Jetset Franchising, LLC Investment related: No "Address: 3921 Alton Road #465 Miami Beach, Florida 33140 https://jetsetpilates.com/" Nature of the other business: Health & Fitness Position/Title/Relationship: Owner/Partner Start Date: 06/18/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Jetset is a modern Pilates studio franchise that I am looking to acquire. I will hire a General Manager and staff to handle to day to day, not taking away from my JP Morgan responsibilities. Entity Name: Zulu Pods Investment related: No "Address: https://www.zulupods.com/ 3301 North University Drive, Suite 100 Coral Springs, FL 33065" Nature of the other business: Manufacturing Position/Title/Relationship: Owner/Partner Start Date: 05/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Zulu Pods is shaping the future of fluid delivery with innovation and integrity, with a mission to enhance the US Military's warfighting capabilities for modern challenges. he Anti-Corrosion SmartPOD(ACSP) is a new automated solution that protects critical equipment and reduces man hours associated with corrosion prevention and maintenance. I will be a silent investor. "
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-01 |
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