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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| CA | RA | APPROVED | 2021-07-08 |
Branch Locations
12860 El Camino Real Floor 02, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank National Trust C | Los Angeles | CA | 10/2013 | 10/2016 |
| Deutsche Bank Securities Inc. | Los Angeles | CA | 10/2013 | 10/2016 |
| Wells Fargo Bank | San Diego | CA | 11/2016 | 06/2021 |
| Wells Fargo Clearing Services Llc | San Diego | CA | 11/2016 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 06/2021 | Present |
| J.P. Morgan Securities Llc | San Diego | CA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-05 |
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