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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-03 |
| TX | RA | APPROVED_RES | 2021-06-03 |
Branch Locations
1470 Jamboree Rd, Newport Beach, CA 92660 • United States
1455 Baker Street, Costa Mesa, CA 92626 • United States
4249 Campus Dr, Ste B140, Irvine, CA 92612 • United States
4543 Campus Drive, Irvine, CA 92612 • United States
1000 Irvine Ave, Newport Beach, CA 92660 • United States
105 E 17Th St, Costa Mesa, CA 92627 • United States
17585-A Harvard Ave, Irvine, CA 92614 • United States
2967 Michelson Dr Ste A, Irvine, CA 92612 • United States
3152 W Balboa Blvd, Newport Beach, CA 92663 • United States
3446 E Coast Hwy, Corona Del Mar, CA 92625 • United States
551 Newport Center Dr, Newport Beach, CA 92660 • United States
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
3600 S. Bristol Street, Santa Ana, CA 92704 • United States
20001 Brookhurst St, Huntington Beach, CA 92646 • United States
18975 Brookhurst Street, Fountain Valley, CA 92708 • United States
21502 Brookhurst St, Huntington Beach, CA 92646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Los Angeles | CA | 04/2003 | 05/2021 |
| Wells Fargo Advisors Llc | Los Angeles | CA | 01/2011 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 06/2021 | 08/2025 |
| J.P. Morgan Securities Llc | Irvine | CA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-03 |
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