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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Burbank | CA | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Burbank | CA | 10/2025 | Present |
| Partners Federal Credit Union | Burbank | CA | 06/2025 | 09/2025 |
| Unemployed | Valley Village | CA | 02/2024 | 05/2025 |
| Charles Schwab & Co., Inc. | Century City | CA | 11/2016 | 01/2024 |
| Rbc Wealth Management | Beverly Hills | CA | 01/2009 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-30 |
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