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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-28 |
| TX | RA | APPROVED_RES | 2024-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Securities Inc | Irvine | CA | 03/2016 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 03/2024 | Present |
| J.P. Morgan Securities Llc | Irvine | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-15 |
| S66 | Uniform Combined State Law Examination | 2024-02-20 |
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