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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-13 |
| CA | RA | APPROVED | 2021-07-07 |
Branch Locations
1107 Vine St, Healdsburg, CA 95448 • United States
231 Petaluma Ave, Sebastopol, CA 95472 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Sebastopol | CA | 09/2011 | Present |
| J.P. Morgan Securities Llc | Sebastopol | CA | 10/2012 | Present |
Entity Name: The Joann Allen Davis Trust Investment related: Y Address: Windsor CA 95492 Nature of the other business: Rental Properties Position/Title/Relationship: Co-Trustee Start Date: 08/10/2018 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0-10 during trading hours Briefly describe your duties: I support in managing the properties and collecting rents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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