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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-01 |
| TX | RA | APPROVED | 2024-03-01 |
Branch Locations
1888 Century Park E, Floor 5, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Los Angeles | CA | 08/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 08/2017 | Present |
| Northern Trust | Los Angeles | CA | 06/2013 | 03/2017 |
| Unemployed | Los Angeles | CA | 03/2017 | 08/2017 |
Entity Name: Children's Hospital Los Angeles Investment related: Yes Address: 4650 Los Angeles CA Nature of the other business: CHLA is a non-profit hospital and serves the needs of children in critical condition who need life-saving care. Position/Title/Relationship: Trustee Start Date: 24-Jan-2012 Approximate # of hours a month: 4 hours a week on average, during non-market hours Approximate # of hours during securities trading hours: 0-1 Briefly describe your duties: Trustee; serve on investment committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-27 |
| S66 | Uniform Combined State Law Examination | 2007-07-02 |
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