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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
2931 Townsgate Road, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspiriant Llc | Los Angeles | CA | 02/2018 | 02/2023 |
| Manhattan West Asset Management, Llc | Los Angeles | CA | 06/2023 | 07/2025 |
| Self-Employed | Thousand Oaks | CA | 03/2023 | 05/2023 |
| Jpmorgan Chase Bank, N.A. | Westlake Village | CA | 08/2025 | Present |
| J.P. Morgan Securities Llc | Westlake Village | CA | 08/2025 | Present |
| Capital Client Group Llc (Capital Bank & Trust Company) | Los Angeles | CA | 01/2018 | 02/2018 |
| Aspiriant Llc | Los Angeles | CA | 06/2014 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
| S66 | Uniform Combined State Law Examination | 2002-07-03 |
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