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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-19 |
Branch Locations
905 N. El Camino Real, San Clemente, CA 92672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Ladera Ranch | CA | 01/2015 | 05/2018 |
| Jp Morgan Chase Bank | Ladera Ranch | CA | 01/2015 | 05/2018 |
| Svagsm, L.P. | Lincoln | CA | 10/2001 | Present |
| Jpmc Bank Na (Southwest) | Laguna Nigel | CA | 05/2018 | Present |
| J.P. Morgan Securities Llc | Laguna Nigel | CA | 05/2018 | Present |
Entity Name: SVAGSM, L.P. Investment related: No Address: Lincoln, CA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/29/2001 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The business is a family-owned limited partnership in California that owns and leases single-family residences to long-term tenants in northern California. I do not take part in the daily business activities and spend zero hours per week on it. I am a partial owner and limited partner only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-05 |
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