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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-25 |
| UT | RA | APPROVED | 2025-08-25 |
Branch Locations
201 S Main St Floor 13, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Salt Lake City | UT | 07/2025 | Present |
| J.P. Morgan Securities Llc | Salt Lake City | UT | 07/2025 | Present |
| Unemployed | Logan | UT | 06/2025 | 06/2025 |
| Utah State University | Logan | UT | 08/2022 | 05/2025 |
| Utah State University | Logan | UT | 08/2021 | 05/2025 |
| Evercore Inc. | New York | NY | 06/2024 | 08/2024 |
| Portfolio Advisors Llc | Darien | CT | 07/2023 | 08/2023 |
| Mercato Management Llc | Cottonwood Heights | UT | 05/2022 | 08/2022 |
| Unemployed | Logan | UT | 09/2019 | 07/2021 |
| Cafe Rio: Mexican Grill | Bountiful | UT | 05/2018 | 08/2019 |
| Unemployed | North Salt Lake | UT | 09/2017 | 04/2018 |
| Davis Parks Golf Course | Kaysville | UT | 06/2017 | 08/2017 |
| Unemployed | North Salt Lake | UT | 07/2015 | 05/2017 |
Entity Name: Signal Smith, Inc. Investment related: No Address: Address: 350 E 400 S STE 54963, SALT LAKE CITY, UT 84111 Website: N/A" Nature of the other business: Healthcare Position/Title/Relationship: Board Member Start Date: 05/11/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: The company is developing healthcare monitoring hardware and software. I will help the company manage its business operations as a director, treasurer, president, and CFO. I will be providing financial expertise. The external role is not similar to my role at JPMorganChase, wealth management, and there is no connection to JPMorganChase."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-23 |
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