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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| CA | RA | APPROVED | 2021-12-18 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Los Angeles | CA | 03/2021 | 11/2021 |
| Wells Fargo Bank | Los Angeles | CA | 03/2021 | 11/2021 |
| Wells Fargo (Abbot Downing) | Los Angeles | CA | 04/2012 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Westlake Village | CA | 11/2021 | Present |
| J.P. Morgan Securities Llc | Westlake Village | CA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-08 |
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