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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2025-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Del Mar | CA | 09/2025 | Present |
| Jpmc Bank Na (Southwest) | Del Mar | CA | 09/2025 | Present |
| Bank Of America / Merrill | Rancho Santa Fe | CA | 08/2022 | 08/2025 |
| Tiffany & Company | San Diego | CA | 11/2006 | 03/2025 |
| Central Tree Financial S Ervices Llc | Irvine | CA | 06/2022 | 06/2023 |
| Prudential Financial | Irvine | CA | 04/2016 | 08/2022 |
| Luiz H Boscardin | Irvine | CA | 10/2014 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-26 |
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