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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-11 |
| TX | RA | APPROVED | 2024-04-13 |
Branch Locations
4350 Congress Street Floor 01, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Naples | FL | 01/2024 | Present |
| Jpmorgan Securities Llc | Naples | FL | 01/2024 | Present |
| Jpmorgan Private Bank | Estero | FL | 06/2023 | 08/2023 |
| West Bay Realty | Estero | FL | 01/2022 | 05/2023 |
| Self-Employed | Venice | FL | 08/2020 | 02/2022 |
| Center For Orthopaedics & Sports Medicine | Venice | FL | 07/2019 | 12/2019 |
| Unemployed | Venice | FL | 01/2014 | 06/2019 |
| Unemployed | Venice | FL | 01/2020 | 07/2020 |
| Unemployed | Estero | FL | 09/2023 | 12/2023 |
1. I am a board member of the Beach Chair Properties L.L.C. owned by my parents. It is not an investment related business - I am on the board to help with various home maintenance projects every year. The address is 12324 Auburndale Ct. I have been on the board since 2021. I put in approximately 4 hours a month (48hrs/year) only on weekends. In my role as a board member, I take notes at board meetings and help execute the strategy of the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-13 |
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