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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-29 |
Branch Locations
1888 Century Park E, Floor 5, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 03/2018 | Present |
| J.P. Morgan Securities Llc | Los Angeles | CA | 03/2018 | Present |
| City National Bank | Beverly Hills | CA | 02/2016 | 03/2018 |
| Hathaway Manor Vail Llp | Los Angeles | CA | 09/2025 | Present |
Entity Name: Hathaway Manor Vail LLP Investment related: No Address: Los Angeles, CA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/29/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family limited partnership, minority limited partner interest (family gift/inheritance) which changed to general partner interest with exit from decedent processing and legal negotiations to follow. Entity owns 2 commercial properties. Entity Name: The Susan E. Riley Foundation Investment related: No "Address: HW LLP 13949 Sherman Oaks, CA " Nature of the other business: We fund the cancer research and addiction medicine. Position/Title/Relationship: Board Advisor Start Date: 01-Jan-2018 Approximate # of hours a month: 1-2 hours a month Approximate # of hours during securities trading hours: 15-30 minutes Briefly describe your duties: I would help with organizing projects and promoting the organization and finding grant opportunities. As a board advisor, I provide insight and advice on anything that comes up in the scope of the foundation's management. Entity Name: 820 Thompson Development Company GP Investment related: Yes Address: 775 San Marino, CA Nature of the other business: Real Estate Investments Position/Title/Relationship: General Partner Start Date: 29-Dec-2017 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Minority role - inheritance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-13 |
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