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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-16 |
| TX | RA | APPROVED | 2025-02-16 |
Branch Locations
270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States
10 S Dearborn St Floor 19, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 11/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | Present |
| First Republic Bank | New York | NY | 04/2021 | 07/2023 |
| Baxter Smith & Shapiro Pc | Hicksville | NY | 05/2016 | 04/2021 |
| Sterling Mets Operations, L.L.C. | New York | NY | 06/2019 | 05/2020 |
| State University Of New York Cortland | Cortland | NY | 08/2015 | 05/2019 |
Entity Name: Pepperidge Farms Investment related: No "Address: Campbell Soup Co.1 Campbell PlaceCamden, NJ 08103-1701 https://www.pepperidgefarm.com/" Nature of the other business: Wholesale Baking Position/Title/Relationship: Owner/Partner Start Date: 09/30/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Equity partner in a new Pepperidge Farm distribution route on Long Island, servicing local retail accounts. Partner will run daily route operations, customer/service logistics, and manage any hired staff. I will focus on financing and governance: capital contribution, budgeting/cash-flow oversight, accounting/tax coordination, and major business decisions. No committee service. Not similar to my JPMorganChase role; no JPMorganChase connection.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-13 |
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