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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2023 | Present |
| First Republic Bank | San Francisco | CA | 08/2011 | 07/2023 |
| Lily's Legacy Senior Dog Sanctuary | Petaluma | CA | 09/2025 | Present |
Entity Name: Lily's Legacy Senior Dog Sanctuary Investment related: No "Address: 1580 Adobe Rd, Petaluma, CA 94954 Website:https://www.lilyslegacy.org/" Nature of the other business: Pet Services Position/Title/Relationship: Employee/Contractor Start Date: 09/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Shelter for large senior dogs. Responsibilities include walking the dogs and yard work to maintain property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-29 |
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