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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2012-10-01 |
Branch Locations
8181 Communications Pkwy. Bldg B, Plano, TX 75024 • United States
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 | Plano | TX | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 10/2012 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/31/2019 ADDRESS: 1321 GARLAND, TX. DETAILS: Rental real estate INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): NONE HOURS DURING TRADING: NONE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-07 |
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