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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED_RES | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rondure Global Advisors, Llc | Salt Lake City | UT | 04/2017 | 12/2024 |
| Ensign Peak Advisors | Salt Lake City | UT | 02/2016 | 04/2017 |
| University Of California | Irvine | CA | 06/2022 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 06/2025 | Present |
| J.P. Morgan Securities Llc | Irvine | CA | 06/2025 | Present |
| Chapman University | Orange | CA | 01/2025 | Present |
| Meridian Family Homes Llc | Salt Lake City | UT | 04/2025 | Present |
| University Of California | Irvine | CA | 06/2022 | Present |
Entity Name: Publishing Royalties Investment related: No Address: Private Residence Nature of the other business: Publisher Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2011 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Royalties from external publications, including books Entity Name: University of California Investment related: No "Address: Merage School of Business Irvine, CA 92697" Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 06/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Adjunct finance professor. Not currently teaching classes but maintaining role with University for networking purposes. Entity Name: Meridian Family Homes LLC Investment related: No Address: P.O. Box 58245 Salt Lake City, UT 84158 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Holding company for long-term rental property real estate portfolio Entity Name: Chapman University Investment related: No Address: 1 University Drive Orange, CA 92866 Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Adjunct finance professor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-11 |
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