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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-21 |
| TX | RA | APPROVED | 2017-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 07/2012 | 07/2017 |
| Bank Of America, N.A. | Pasadena | CA | 10/2012 | 07/2017 |
| Jp Morgan Securities Llc | Montebello/Alhambra | CA | 07/2017 | Present |
| 11841 Samuel Dr, Llc | Garden Grove | CA | 10/2017 | Present |
| Love You Matcha Cookies | Torrance | CA | 03/2024 | Present |
Entity Name: Love You Matcha Cookies Investment related: No Address: Torrance CA 90501 Nature of the other business: Baked Goods Position/Title/Relationship: Owner/Partner Start Date: 03/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: sale of baked goods. no relation or connection to JPMC. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: 11841 SAMUEL DR, LLC. POSITION: PARTIAL OWNER / LANDLORD - RENTAL PROPERTY START DATE: 10/14/2017 ADDRESS: 11841 GARDEN GROVE, CA. DETAILS: Rental property HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-24 |
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