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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-19 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
1305 Fair Oaks Avenue, South Pasadena, CA 91030 • 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 |
|---|---|---|---|---|
| Wm Financial Services, Inc. | Irvine | CA | 01/1999 | Present |
| J.P. Morgan Securities Llc | South Pasadena | CA | 08/2012 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: G.S.B PROPERTY, LLC. POSITION: INVESTOR START DATE: 12/10/2019 ADDRESS: 417, 3227, 810, 806 Saginaw MI DETAILS: rental properties INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/8/2019 ADDRESS: 417 SAGINAW, MI. DETAILS: Rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: NONE ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/8/2019 ADDRESS: 3227 SAGINAW, MI. DETAILS: rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: NONE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-16 |
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