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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Fort Worth | TX | 07/2019 | Present |
| Jpmorgan Securities Llc | Fort Worth | TX | 07/2019 | Present |
| Goldman Sachs | Dallas | TX | 04/2018 | 05/2018 |
| Unemployed | Savannah | GA | 06/2018 | 07/2018 |
| Unemployed | Savannah | GA | 03/2018 | 04/2018 |
| Jpmorgan Chase Bank Na | Plano | TX | 08/2018 | 06/2019 |
| Us Army | Savannah | GA | 05/2012 | 02/2018 |
Entity Name: Catholic Charities Fort Worth - Finance Committee Chair Investment related: Yes "Address: 249 Thornhill Dr, Fort Worth, TX 76115https://catholiccharitiesfortworth.org/board-of-directors/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/29/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Volunteer board member for non profit 501c3; Chair finance committee to ensure organization is implementing appropriate risk management. Entity Name: Catholic Charities Fort Worth Investment related: Yes Address: 249 W. Thornhill, FW 76115 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/01/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: No connection to JPMC. I was asked to serve as a Board Member for the charity after I have become more involved over the years. I expect to also join the Finance Committee for this board. "
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-01 |
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