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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-10-13 |
| TX | RA | APPROVED_RES | 2017-10-11 |
Branch Locations
450 Plaza Drive, Secaucus, NJ 07094 • United States
301 Ridge Road, Lyndhurst, NJ 07071 • United States
374 Central Ave, Jersey City, NJ 07307 • United States
16 Nassau Street, Princeton, NJ 08542 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Paramus | NJ | 05/2016 | 09/2017 |
| J.P. Morgan Securities Llc | Lyndhurst | NJ | 09/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Lyndhurst | NJ | 09/2017 | Present |
Entity Name: Self Investment related: No Address: 50 Reservoir Ave. Unit 105. Jersey City, NJ 07307 100 Prospect St. Unit 203. Jersey City, NJ 07307 100 Prospect St. Unit 303. Jersey City, NJ 07307 329 Palisade Ave. Unit 9. Jersey City, NJ 07307 63 Sherman Place. Unit 409. Jersey City, NJ 07307, 675 Joralemon St #C-9 Belleville, NJ 07109 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/31/2006 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My role is landlord. I rent the residential real estate to tenants. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: POLI FAMILY TRUST POSITION: CO-TRUSTEE / CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/12/2017 ADDRESS: 130 JERSEY CITY, NJ DETAILS: POLI FAMILY TRUST OWNS A RESIDENTIAL HOME. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/31/2006 ADDRESS: 50 Jersey City, NJ DETAILS: 50 JERSEY CITY, NJ. 100 JERSEY CITY, NJ. 100 JERSEY CITY, NJ. 329 JERSEY CITY, NJ. 63 JERSEY CITY, NJ. 675 Joralemon St #C-9 Belleville, NJ 07109 INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
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