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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-01-16 |
| VA | RA | APPROVED | 2014-09-30 |
Branch Locations
5550 Friendship Blvd, Chevy Chase, MD 20815 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Washington | DC | 04/2010 | Present |
| Jpmorgan Chase Bank | Washington | DC | 04/2010 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mclean | VA | 03/2014 | Present |
I*4519316, Entity Type: Entity Charitable, Name of OBA: Evermay Embassy for the Future, Address: Washington, District of Columbia, 20007, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 05/06/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Founding Board Member. While business, media, and public policy often reward short-term outcomes, Evermay is launching a new institutional model: protected, funded space for long-horizon thinkers working 10+ years out. Through residencies, convenings, and public programs, Evermay will bring together scientists, artists, technologists, and thinkers to explore ideas that extend far beyond immediate timelines. Founded by the leaders behind Halcyon, Dr. K and Ms. G bring proven track records in business and philanthropy. "My personal experiences as a scientist and entrepreneur inspired me to create opportunities for other visionaries and establish two nonprofit organizations, S&R Foundation and Halcyon," said Founder and President Dr. K. "Reimagining S&R Foundation as an embassy for the future housed at Evermay is an exhilarating prospect, harnessing the wisdom of the past with the tools of the future for the benefit of humanity." At a moment when nearly every major institution rewards speed, short-term returns, and dis
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-29 |
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