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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-16 |
| CA | RA | APPROVED | 2019-04-11 |
Branch Locations
520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660 • United States
Whittier, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc. | Los Angeles | CA | 09/2011 | 03/2019 |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 09/2011 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brea | CA | 03/2019 | Present |
I*2201302, Entity Type: , Name of OBA: A and T B Living Trust, Address: Patamount, California, 90723, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 14-Feb-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
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