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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-27 |
| CT | RA | APPROVED | 2021-08-17 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2019-05-28 |
| TX | RA | APPROVED | 2019-05-20 |
Branch Locations
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
925 Westchester Ave, West Harrison, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 06/2009 | 05/2019 |
| Jp Morgan Chase Bank, N.A. | White Plains | NY | 05/2019 | Present |
| Jp Morgan Securities, Llc | White Plains | NY | 05/2019 | Present |
Entity Name: 24 Grant Avenue White Plains, NY Investment related: Yes Address: 24 White Plains, NY Nature of the other business: 2 family rental property Position/Title/Relationship: Partial Owner Start Date: 01-Jan-1990 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I don't have any responsibilities. Entity Name: 1561 Midland Ave Bronxville, NY Investment related: Yes Address: 1561 Bronxville, NY 8 Nature of the other business: 2 family rental property Position/Title/Relationship: Partial Owner Start Date: 04-Apr-1998 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-18 |
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