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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED_RES | 2023-09-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Sf Investments, Inc. | Chicago | IL | 06/2001 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Turlock | CA | 09/2018 | 01/2022 |
| J.P. Morgan Securities Llc | Turlock | CA | 09/2018 | 01/2022 |
| Hometown Realty | Chicago | IL | 09/2008 | 08/2018 |
| Trellis Advisors-Lotus Domaine | Newport Beach | CA | 02/2022 | 01/2023 |
| Ninvest Llc | Turlock | CA | 01/2023 | 07/2023 |
| Bankers Life Securities, Inc | Modesto | CA | 07/2023 | 09/2023 |
| J.P. Morgan Securities Llc | Turlock | CA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Turlock | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-15 |
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