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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-06 |
Branch Locations
1200 E Los Angeles Ave, Simi Valley, CA 93065 • United States
8301 Topanga Canyon Blvd, Canoga Park, CA 91304 • United States
3059 Townsgate Rd 4Th Fl/Ste 400 [Ld-Rbo], Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | West Hills | CA | 10/2012 | 11/2023 |
| Jp Morgan Chase Bank Na | Woodland Hills | CA | 03/2021 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Westlake Village | CA | 11/2023 | Present |
RENTAL PROPERTY, NOT INV RELATED, WOODLAND HILLS, CA, 100% OWNERSHIP, START DATE: 3/14/22, 10 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL VIA AIR BNB AND FURNISHED FINDER; Entity Name: Rental Property Investment related: N Address: Airbnb. Travel Nurse Housing and Corporate Housing Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/05/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am looking to rent one of my property for short term rental, I would like to get an approval and set up a business account before I do anything
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-03 |
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