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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-23 |
| CA | RA | APPROVED | 2018-07-10 |
Branch Locations
551 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Irvine | CA | 10/2001 | 06/2018 |
| Wells Fargo Advisors Llc | Irvine | CA | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 09/2010 | 06/2018 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 06/2018 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 06/2018 | Present |
| Amazon Fresh Grocery Store | Mission Viejo | CA | 10/2022 | 07/2023 |
| K & K Charcuterie | Ladera Ranch | CA | 01/2025 | Present |
Entity Name: K & K Charcuterie Investment related: No Address: Private Residence Nature of the other business: Catering Services Position/Title/Relationship: Owner/Partner Start Date: 01/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC, crafting charcuterie spreads for special events, birthdays, anniversaries, not similar to my current role, no connection
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-04 |
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