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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-07 |
| TX | RA | APPROVED | 2024-08-07 |
Branch Locations
7700 Forsyth Blvd Floor 12 Ste 1200, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Clayton | MO | 07/2024 | Present |
| J.P. Morgan Securities Llc | Clayton | MO | 07/2024 | Present |
| University Of Missouri | Columbia | MO | 08/2014 | 05/2019 |
| Lockheed Martin | Littleton | CO | 07/2019 | 06/2021 |
| Kratos Defense & Security Solutions | Colorado Springs | CO | 07/2021 | 07/2022 |
| University Of Missouri | Columbia | MO | 08/2022 | 05/2024 |
| Hallmark Cards Inc | Kansas City | MO | 06/2017 | 08/2017 |
| The Boeing Company | Seattle | WA | 05/2018 | 08/2018 |
| The Armory Rec Hall | St. Louis | MO | 09/2023 | 06/2024 |
| The Pitch | St. Louis | MO | 02/2023 | 10/2023 |
| Mizzou Athletics | Columbia | MO | 02/2015 | 11/2019 |
| The Lodge Des Peres | Des Peres | MO | 08/2012 | 07/2016 |
| Darden Restaurants | Seattle | WA | 03/2018 | 08/2018 |
Name of Business: N/A Investment related: yes Nature: Earn passive income off rental properties that I own. Addresses: 2355 S. Troy Ct. Aurora, CO 80014 and 4243 Botanical Ave. St. Louis, MO 63110 Position: I own them, but I am not the property manager. Start of relationship: I bought the Colorado house in November 2021 and the Missouri house in January 2024. Approximate # of hours spent: I spend 0-2 hours per month on the rental properties, and they are NOT during securities trading hours. Duties: None; my property managers handle maintenance requests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-04 |
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