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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-12 |
| CA | RA | APPROVED | 2024-01-11 |
Branch Locations
660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • United States
601 S. Figueroa Street Floor 35, Los Angeles, CA 90017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Pasadena | CA | 09/2007 | 01/2024 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 01/2024 | Present |
Effective 1/11/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. S&C Bear Investments Inc/ Category - Company/ Principal business activities - collect rental income from residential properties purchased, purchase more real estate in the future for rental income/ Role - Member of Board of directors/ Duty - purchase real estate/ Comp - No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-03 |
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