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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
4350 La Jolla Village Drive Suite 1000, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | La Mesa | CA | 04/2012 | 09/2023 |
| J.P. Morgan Securities Llc | La Mesa | CA | 10/2012 | 09/2023 |
| Steven Talia Separate Property Trust | El Cajon | CA | 06/2020 | Present |
| Morgan Stanley Smith Barney Llc | San Diego | CA | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2023 | Present |
*568929 - SRT REAL ESTATE LLC ; Investment related - Yes ; El Cajon, California ; Real Estate ; Officer(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2019 ; During business hours : 0 ; After business hours : 1 ; Property Management *622129- 3T Brothers, LLC; Investment related: Yes; San Diego, California; Technology; Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 1; Administrative *622099- SRT FAMILY HOLDINGS LLC; Investment related: Yes; SAN DIEGO, California; Technology; Officer (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-10 |
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