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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
Aliso Viejo, CA • United States
15 Enterprise Ste 250, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
15 Enterprise Ste 250, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guess By Marciano | Brea | CA | 11/2015 | 11/2016 |
| J.P.MOrgan Securities Llc | Newport Beach | CA | 03/2016 | 01/2023 |
| Eden Financial, Llc | Aliso Viejo | CA | 01/2023 | Present |
| Nordstrom | Newport Beach | CA | 10/2023 | 03/2024 |
| Aliso Viejo Chamber Of Commerce | Aliso Viejo | CA | 10/2023 | Present |
| Origin Investment Advisory Llc | Boston | MA | 04/2024 | Present |
Entity Name: Arbonne Investment related: No Address: https://www.arbonne.com/us/en Nature of the other business: Health & Fitness Position/Title/Relationship: Employee/Contractor Start Date: 07/10/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Health and wellness company, independent consultant selling health and wellness products. no connection to JPMC or my role. Entity Name: Aliso Viejo Chamber of Commerce Investment related: No Address: https://alisoviejochamber.com/ Nature of the other business: Chamber of Commerce Position/Title/Relationship: Contractor Start Date: 10/17/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sending out marketing emails and posting to social media for the Aliso Viejo Chamber of Commerce
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-02 |
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