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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-17 |
Branch Locations
7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States
7510 Hazard Center Dr. Suite 407, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Los Angeles | CA | 03/2015 | 10/2017 |
| Jpmorgan Chase Bank, Na | Los Angeles | CA | 03/2015 | 10/2017 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 11/2017 | 09/2018 |
| Jpmorgan Chase Bank, Na | Los Angeles | CA | 11/2017 | 09/2018 |
| First Republic Bank | Los Angeles | CA | 04/2019 | 01/2020 |
| First Republic Securities Company, Llc | Los Angeles | CA | 04/2019 | 01/2020 |
| Traveling/Unemployed | Los Angeles | CA | 10/2018 | 03/2019 |
| Charles Schwab & Co., Inc. | Newport Beach | CA | 10/2021 | Present |
| Charles Schwab Bank, Ssb | Newport Beach | CA | 10/2021 | Present |
| Unemployed | Los Angeles | CA | 02/2020 | 09/2021 |
Entity Name: Bare International Investment related: No Address: Los Angeles, CA www.bareinternational.com Nature of the other business: I serve as a mystery shopper at local restaurants, bars, spas or other services. Position/Title/Relationship: Independent Consultant Start Date: 01-Apr-2008 Approximate # of hours a month: 0-2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I serve as an independent consultant in the position of a mystery shopper. Entity Name: Customer Impact Investment related: No Address: Los Angeles, CA www.customerimpactinfo.com Nature of the other business: I serve as a mystery shopper at local restaurants, bars, spas or other services. Position/Title/Relationship: Independent Consultant Start Date: 01-Apr-2008 Approximate # of hours a month: 0-2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I serve as an independent consultant in the position of a mystery shopper. Entity Name: Guest Check Investment related: No Address: Los Angeles, CA www.guestcheckinc.com Nature of the other business: I serve as a mystery shopper at local restaurants, bars, spas or other services. Position/Title/Relationship: Independent Consultant Start Date: 01-Apr-2008 Approximate # of hours a month: 0-2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I serve as an independent consultant in the position of a mystery shopper. Entity Name: A Closer Look Investment related: No Address: Los Angeles, CA www.a-closer-look.com Nature of the other business: I serve as a mystery shopper at local restaurants, bars, spas or other services. Position/Title/Relationship: Independent Consultant Start Date: 01-Apr-2008 Approximate # of hours a month: 0-2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I serve as an independent consultant in the position of a mystery shopper.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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