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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-17 |
| CA | RA | APPROVED | 2023-05-26 |
Branch Locations
5791 E Santa Ana Canyon Rd, Anaheim, CA 92807 • 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 |
|---|---|---|---|---|
| Bank Of America Na | Yorba Linda | CA | 09/2013 | 12/2017 |
| J.P. Morgan Securities Llc | Anaheim | CA | 05/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Anaheim | CA | 05/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Anaheim Hills | CA | 03/2018 | 03/2023 |
| Unemployed | Anaheim Hills | CA | 01/2018 | 02/2018 |
| Unemployed | Anaheim Hills | CA | 04/2023 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-08 |
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