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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bellport | NY | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Bellport | NY | 08/2024 | Present |
| Forest Hills Financial Group | Melville | NY | 10/2023 | 08/2024 |
| Bowlero | Melville | NY | 03/2024 | 05/2025 |
| The Lenard Team | Smithtown | NY | 01/2023 | 06/2023 |
| The Trifilo Sales And Marketing Team, Hunt Real Estate | Williamsville | NY | 10/2020 | 01/2023 |
| Asset Recovery Company Of America | Amherst | NY | 10/2018 | 10/2020 |
| Mastermind Toys Inc | Cheektowaga | NY | 10/2017 | 01/2019 |
| Asset Recovery Company Of America | Amherst | NY | 01/2017 | 10/2017 |
| Unemployed | Binghamton | NY | 08/2014 | 12/2016 |
| Domus Mea Llc | Williamsville | NY | 10/2017 | Present |
| Mastery Enterprises Inc. | Melville | NY | 04/2021 | Present |
| Grame Enterprises Llc | Charlestown | MA | 11/2020 | Present |
Entity Name: Domus Mea LLC Investment related: No Address: 5651 Main St Suite 8-123 Williamsville, NY 14221 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This business buys and rents real estate (residential); I am a partner/owner since 10/1/2017. 4 hrs/month; 0 hrs/month during trading; I am responsible for coordinating/managing vendors (repairs, real estate agents, tenant inspections, cleaners, and capital projects) and paying expenses/bills/taxes. Not similar to my firm role and no connection to JPMorgan Chase Entity Name: Mastery Enterprises Inc. Investment related: No Address: Private Residence Nature of the other business: Real estate Position/Title/Relationship: Owner/Partner Start Date: 04/02/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a marketing and real estate sales company; I used it to receive real estate sales commissions and perform freelance marketing services for other real estate professionals; I am the Operator/President; I no longer practice real estate, however I used this company to receive my commissions. General activity is showing homes, negotiating contracts/issues. Marketing duties are creating digital marketing material, setting up back end systems for clients, research and design for materials. Entity Name: Grame Enterprises LLC Investment related: No Address: 42 Pleasant St, Apt 2, Charlestown, MA 02129 Nature of the other business: Commerce Position/Title/Relationship: Owner/Partner Start Date: 11/06/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a member of the LLC, we buy and sell industrial/electrical equipment. I am responsible for acquiring the material to sell. Not similar to my role, no connection. Spend 1-2 hours a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
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