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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2013-09-19 |
| NJ | RA | APPROVED | 2012-10-01 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Monroe | NY | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Monroe | NY | 01/2018 | Present |
| Rosedale Ocean 6Z Llc | Hollywood | FL | 11/2022 | Present |
| Revere Blue 507 Llc | Orlando | FL | 11/2022 | Present |
Entity Name: Rosedale Ocean 6Z LLC Investment related: No "Address: 3801 S. Ocean Dr Hollywood FL 33019" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: contact person for a condo owned by my parents. Entity Name: Revere Blue 507 LLC Investment related: No "Address: 13427 blue heron beach dr Orlando FL 32821" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: contact person for a condo owned by my parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-19 |
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