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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-04-15 |
Branch Locations
2234 Longport Court Suite 110, Elk Grove, CA 95758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Sacramento | CA | 01/2018 | 04/2019 |
| Commonwealth Financial Network | San Diego | CA | 04/2019 | Present |
| J.P. Morgan Securities Llc | Sacramento | CA | 08/2014 | 12/2017 |
| Paragon Financial Services | Elk Grove | CA | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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