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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-08 |
| DC | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2023-12-06 |
Branch Locations
8435 Georgia Ave, Silver Spring, MD 20910 • United States
1145 Dahlia St. Nw, Washington, DC 20307 • United States
5501 Connecticut Ave Nw, Washington, DC 20015 • United States
3217 P St Nw, Washington, DC 20007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Washington | DC | 01/2018 | 03/2023 |
| Deutsche Bank | London | 11/2014 | 06/2017 | |
| Allegro Securities | San Antonio | TX | 03/2023 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Silver Spring | MD | 10/2023 | Present |
| J.P. Morgan Securities Llc | Silver Spring | MD | 10/2023 | Present |
| Unemployed | Washington | DC | 07/2017 | 12/2017 |
| Julius Llc | La Conner | WA | 01/2012 | Present |
Entity Name: GR Nelson Investment related: No Address: PO Box 550 La Conner, WA 98257 Nature of the other business: Contractor Position/Title/Relationship: Owner/Partner Start Date: 01/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: 1. General Contractor 2. Passive Investor, No Responsibilities Entity Name: Julius LLC Investment related: No "Address: PO Box 550 La Conner, WA 98257" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2012 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Multi Family Investment Property Entity Name: Julius II Investment related: No "Address: PO Box 550 La Conner, WA 98257" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2013 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Multi Family Investment Property Entity Name: Rucker Investment related: No "Address: PO Box 550 La Conner, WA 98257" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/01/2013 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Multi Family Investment Property Entity Name: Rucker II Investment related: No "Address: PO Box 550 La Conner WA 98257" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/01/2016 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Multi Family Investment Property Entity Name: J3 Investment related: No Address: PO Box 550 La Conner, WA 98257 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2014 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Multi Family Investment Property GR Nelson, PO Box 550, La Conner, WA 98257 Interest, 49% Description: General Contractor and Home Builder Involved 1-2 hours a week outside of securities trading hours reviewing books and discussing current and future projects and management issues.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-11 |
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