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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-28 |
| TX | RA | APPROVED | 2018-02-28 |
Branch Locations
225 N Tustin St, Orange, CA 92867 • United States
2800 E Workman Ave, West Covina, CA 91791 • United States
1001 W Arrow Hwy, San Dimas, CA 91773 • United States
1000 Huntington Drive, Duarte, CA 91010 • United States
14483 E. Ramona Blvd., Baldwin Park, CA 91706 • United States
11001 Main St, El Monte, CA 91731 • United States
12039 Valley Blvd, El Monte, CA 91732 • United States
4749 Santa Anita Ave, El Monte, CA 91731 • United States
102 W. Foothill Blvd., Monrovia, CA 91016 • United States
1188 E. Alosta Ave, Azusa, CA 91702 • United States
100 S. Vincent Avenue, West Covina, CA 91790 • United States
925 N. Hacienda Blvd., La Puente, CA 91744 • United States
300 N Lemon Ave, Walnut, CA 91789 • United States
455 N Azusa Ave, West Covina, CA 91791 • United States
17247 Colima Rd, City Of Industry, CA 91748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Jacksonville | FL | 09/2007 | 02/2018 |
| Jp Morgan Chase Bank, N.A. | Alhambra | CA | 02/2018 | 07/2025 |
| J.P. Morgan Securities Llc | Orange | CA | 02/2018 | Present |
| Tcn Holdings, Llc | Santa Ana | CA | 01/2016 | Present |
| Heath International Holdings, Llc | Santa Ana | CA | 08/2015 | Present |
| In-Home Aromas, Inc | Orange | CA | 03/2025 | Present |
Entity Name: In-Home Aromas, Inc Investment related: No Address: Private Residence Nature of the other business: Candle Business Position/Title/Relationship: Owner/Partner Start Date: 03/11/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I make organic candles as a hobby on the weekends. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: TCN HOLDINGS, LLC. POSITION: PARTIAL OWNER - 33% START DATE: 10/1/2016 ADDRESS: 1633Santa Ana, CA DETAILS: REAL ESTATE HOLDING COMPANY. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): LESS THAN 5 HOURS A MONTH AT MOST HOURS DURING TRADING: 0 I*83590 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HEATH INTERNATIONAL HOLDINGS, LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: SANTA ANA, CALIFORNIA 92706 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/3/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: STARTED A LLC TO PUT MY PROPERTY IS A 4PLEX OF WHICH THREE UNITS ARE BEING RENTED. SOLE PURPOSE IS TO LIMIT PERSONAL LIABILITY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-05 |
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