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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
2770 Via De La Valle, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Del Mar | CA | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Del Mar | CA | 01/2026 | Present |
| Wells Fargo Bank, N.A. | San Diego | CA | 07/2022 | 01/2026 |
| Bank Of America/Merrill Lynch | San Diego | CA | 11/2017 | 07/2022 |
| J.P. Morgan Securities Llc | San Diego | CA | 10/2012 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 12/2010 | 11/2017 |
NAME OF OTHER BUSINESS:Rental Property IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Vero Beach,FL,32968,USA NATURE OF OTHER BUSINESS:Rental Property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2010-09-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Rental property. My property manager handles all duties reg the property IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-24 |
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