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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-20 |
| TX | RA | APPROVED | 2023-10-20 |
Branch Locations
100 N Tampa St Floor 33, Tampa, FL 33602 • United States
4350 Congress Street Floor 01, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Charlotte | NC | 07/2023 | Present |
| Willkie Farr & Gallagher Llp | New York | NY | 01/2013 | 01/2018 |
| Jpmorgan Chase Bank, Na | Charlotte | NC | 02/2018 | Present |
Entity Name: Young Presidents Organization, Southern Sands Chapter Investment related: No "Address: 1551 N Flagler Drive, #605, West Palm Beach, FL 33401. https://www.ypo.org/, https://yposs.chapterpro.com/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The organization is a professional organization, organized as a 501 (c)(6). YPO (Young Presidents' Organization) connects successful young chief executives in a global network of peers; YPO Southern Sands is a regional chapter of YPO. My responsibilities would be to take part in strategic planning, recruiting, budget, and presenting financials. YPO Southern Sands is not a USPB client; I would not be involved in providing financial services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
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