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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2024-08-23 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2024 | Present |
| J.P. Morgan Securities Llc | New York | NY | 07/2024 | Present |
| U.S. Army | Fayetteville | NC | 09/2015 | 06/2022 |
| Unc Kenan-Flagler Business Scholl | Chapel Hill | NC | 08/2022 | 05/2024 |
| Unemployed | Chapel Hill | NC | 07/2022 | 07/2022 |
| Unemployed | Latham | NY | 06/2024 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2023 | 08/2023 |
| University Of North Carolina Chapel Hill, Investment Management | Chapel Hill | NC | 08/2024 | Present |
Entity Name: University of North Carolina Chapel Hill, Investment Management Center for Excellence Advisory Council Investment related: No Address: 300 Kenan Center Drive, Chapel Hill, NC 27599 Nature of the other business: Educational Position/Title/Relationship: Advisor/Officer Start Date: 08/13/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Center for Excellence in Investment Management Action Council exists to provide support to the Management Committee of the IM Center, serve as ambassadors and advocates for the UNC Capital Markets & Investments Program, and help secure the private resources needed for the program to achieve its mission. Members support UNC Kenan-Flagler Business School in the pursuit of its vision to be the global leader in capital markets and investments education.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-03 |
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