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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED | 2025-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | New York | NY | 05/2001 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 11/2020 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 11/2020 | Present |
Entity Name: Center for Creative Education Investment related: No Address: 2400 Metrocentre Blvd. West Palm Beach, FL 33407 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/10/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been asked to join the Executive Committee in addition to my role on the Finance Committee of the Board. The Center for Creative Education's mission is to transform teaching and learning through creativity and the arts. There is no similarity to my role at J.P. Morgan Private Bank. Entity Name: Syracuse University Investment related: No "Address: Office of the Board of Trustees 602 Crouse Hinds Hall 900 South Crouse Avenue Syracuse, NY 13244" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 12/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a Life Trustee (non voting) and am on the Investment and Endowment Committee (non-voting) and National Campaign Executive Committee (non-voting) Entity Name: The American Hospital of Paris Foundation Investment related: Yes Address: 477 New York, NY Nature of the other business: The foundation's purpose is to raise funds to assist in the financing of the operations of the American Hospital of Paris. Position/Title/Relationship: Director/Finance committee member Start Date: 01-Jan-2015 Approximate # of hours a month: 2 hours four times a year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-01 |
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