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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
2931 Townsgate Road, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westlake Village | CA | 06/2025 | Present |
| J.P. Morgan Securities Llc | Westlake Village | CA | 06/2025 | Present |
| First Citizens Bank | Encino | CA | 03/2023 | 11/2024 |
| Pacific Western Bank | Ventura | CA | 05/2016 | 09/2021 |
| Silicon Valley Bank (Boston Private Bank) | Santa Clara | CA | 09/2021 | 03/2023 |
| Unemployed | Thousand Oaks | CA | 12/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-16 |
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