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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED_RES | 2025-06-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2023 | 05/2024 |
| Gj Gardner Homes | San Antonio | TX | 01/2022 | 11/2022 |
| Property Shop Of Tn | Nashville | TN | 10/2021 | 08/2023 |
| American Legend Homes | Loveland | CO | 07/2019 | 09/2021 |
| David Weekley Homes | Denver | CO | 02/2016 | 06/2019 |
| Edward Jones | Saint Louis | MO | 06/2024 | 06/2025 |
| J.P. Morgan Securities Llc | Longmont | CO | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Longmont | CO | 06/2025 | Present |
| Unemployed | Nashvile | TN | 09/2023 | 09/2023 |
Entity Name: Landlord - Rental Property Investment related: No Address: Nashville, TN Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/19/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own the home and have it rented and managed by a property management company. This role is not similar to my role at the firm or connected to JPMorganChase. Entity Name: Landlord - Rental Property Investment related: No Address: Wheat Ridge, CO Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/03/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own the home and have it rented and managed by a property management company. This role is not similar to my role at the firm or connected to JPMorganChase. Entity Name: Landlord - Rental Property Investment related: No Address: Rochester, NY Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/10/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own the home and have it rented and managed by a property management company. This role is not similar to my role at the firm or connected to JPMorganChase. Rental property Type of business: Rental Property, Not Investment Related Rochester, NY Start date: 1/1/2023 Landlord Hours per week: 1 Hours during trading: 0 Maintain property. Rental property Type of business: Rental Property, Not Investment Related Nashville, TN Start date: 6/1/2023 Landlord Hours per week: 1 Hours during trading: 0 Maintain property. Rental property. Type of business: Rental Property, Not Investment Related Wheat Ridge, CO Start date: 5/1/2022 Landlord Hours per week: 1 Hours during trading: 0 Maintain property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
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