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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-19 |
| TX | RA | APPROVED | 2017-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Diamond Bar | CA | 08/2009 | 10/2017 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 10/2017 | Present |
| Bank Of America, N.A. | Diamond Bar | CA | 06/2011 | 10/2017 |
| J.P. Morgan Securities Llc | Irvine | CA | 10/2017 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/24/2017 ADDRESS: 1513 ROCKWALL, TX. 9930 PROVIDENCE VILLAGE, TX. 533 MURPHY, TX. DETAILS: residence house purchase then lease out for rental income HOURS DEDICATED (per month unless otherwise indicated): 2-4 HOURS PER MONTH HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-04 |
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