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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-15 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dallas | TX | 07/2023 | Present |
| Jpmorgan Chase Bank Na | Dallas | TX | 06/2022 | 08/2022 |
| United States Marine Corps | Oceanside | CA | 04/2014 | 09/2021 |
| University Of Virginia | Charlottesville | VA | 08/2021 | 05/2023 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 07/2023 | Present |
Entity Name: Our Lady of the Lake (Catholic Church) Investment related: Yes "Address: https://ourladyrockwall.org/ 1305 Damascus Road Rockwall, TX 75087 Phone: 972-771-6671" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/16/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Our Lady of the Lake is the Catholic Church I attend in Rockwall, TX. I have been asked to serve as a third party reviewer of the church's investments. My role is strictly volunteer. It would require me to review the investments the church finance council has made, and provide an opinion once or twice a year. There is no connection to JP Morgan. I have no intention of bringing the Church in as a client, just want to help out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-07 |
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