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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-06 |
| TX | RA | APPROVED_RES | 2019-12-05 |
| VA | RA | APPROVED | 2019-12-05 |
Branch Locations
5200 E 2Nd Street, Floor 02, Long Beach, CA 90803 • United States
28300 S Western Ave, Rancho Palos Verdes, CA 90275 • United States
20710 Avalon Blvd., Carson, CA 90746 • United States
17200 S Hawthorne Blvd., Torrance, CA 90504 • United States
2549-A Pacific Coast Hwy, Torrance, CA 90505 • United States
920 Sepulveda Blvd, Harbor City, CA 90710 • United States
4840 W. 190Th Street, Torrance, CA 90503 • United States
21660 Hawthorne Blvd., Torrance, CA 90503 • United States
317 W Pch, Wilmington, CA 90744 • United States
29941 Hawthorne Blvd, Rancho Palos Verdes, CA 90275 • United States
1001 S. Pacific Ave., San Pedro, CA 90731 • United States
2121 Torrance Blvd., Torrance, CA 90501 • United States
1603 W 25Th St, San Pedro, CA 90732 • United States
31250 Palos Verdes Dr W, Rancho Palos Verdes, CA 90275 • United States
828 Silver Spur Rd, Rolling Hills Estates, CA 90274 • United States
104 E. Sepulveda Blvd., Carson, CA 90745 • United States
27319 Hawthorne Blvd, Rolling Hills, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Richmond | VA | 04/2007 | 11/2019 |
| Jpmorgan Chase Bank, N.A. | Long Beach | CA | 11/2019 | Present |
| J.P. Morgan Securities Llc | Long Beach | CA | 11/2019 | Present |
| Wells Fargo Bank Na | Richmond | VA | 06/2004 | 11/2019 |
| The Bryce Real Estate Group | Maidens | VA | 04/2020 | Present |
Entity Name: Coastal Crossover Basketball Club Investment related: N "Address: 2325 E 3rd Street Long Beach, CA 90814" Nature of the other business: Recreation Position/Title/Relationship: Employee/ Contractor Start Date: 12/15/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Community based youth basketball club that provided training, workouts and teams for youth ages 5 through 18 in the Long Beach and LA area. The club will be based out of Grace United Methodist Church's gym at the address above. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: THE BRYCE REAL ESTATE GROUP POSITION: GENERAL PARTNER START DATE: 4/1/2020 ADDRESS: 1896 Maidens, VA DETAILS: BUSINESS ACTIVITY WILL FOCUS ON PURCHASE COMMERCIAL AND RESIDENTIAL PROPERTY AS RENTAL PROPERTIES PRIMARILY. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/1/2014 ADDRESS: 1604 PETERSBURG, VA DETAILS: Rental Income INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: 3207 HUNTER'S MILL DRIVE POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 3/1/2008 ADDRESS: 3207 RICHMOND, VA. DETAILS: rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-06 |
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