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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-26 |
| TX | RA | APPROVED_RES | 2023-04-26 |
Branch Locations
16300 Ventura Blvd, Encino, CA 91436 • United States
3960 E. Thousand Oaks Blvd, Westlake Village, CA 91362 • United States
3960 E Thousand Oaks Blvd, Fl2, Westlake Village, CA 91362 • United States
1014 S Westlake Blvd, Ste 18, Westlake Village, CA 91361 • United States
23841 Malibu Rd, Unit 20, Malibu, CA 90265 • United States
22233 Mulholland Hwy, Calabasas, CA 91302 • United States
6633 Topanga Cyn Blvd, Canoga Park, CA 91303 • United States
20040 Ventura Blvd., Woodland Hills, CA 91364 • United States
16403 Ventura Blvd Ste B, Encino, CA 91436 • United States
18705 Ventura Blvd, Tarzana, CA 91356 • United States
5695 Kanan Rd, Agoura Hills, CA 91301 • United States
23703 Calabasas Road, Calabasas, CA 91302 • United States
20900 Ventura Blvd, Woodland Hills, CA 91364 • United States
17107 Ventura Blvd, Encino, CA 91316 • United States
5794 Lindero Canyon Rd, Westlake Village, CA 91362 • United States
29211 Heathercliff Rd, Malibu, CA 90265 • United States
6400 Platt Ave, West Hills, CA 91307 • United States
21901 Sherman Way, Canoga Park, CA 91303 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Clarita | CA | 10/2011 | 04/2023 |
| Bank Of America, N.A. | Santa Clarita | CA | 10/2011 | 04/2023 |
| J.P. Morgan Securities Llc | Westlake Village | CA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-20 |
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