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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2014 | 07/2021 |
| Jpmorgan Chase Bank Na | San Francisco | CA | 10/2014 | 07/2021 |
| Ubs Financial Services | Walnut Creek | CA | 07/2021 | 03/2022 |
| Morgan Stanley | Walnut Creek | CA | 09/2025 | Present |
| Team Usa Boxing | Colorado Springs | CO | 04/2022 | 04/2025 |
| King's Boxing Gym | Oakland | CA | 01/2022 | 09/2025 |
*850 - The Town 915 LLC; Investment Related - Yes; El Paso, Texas; Rental Property; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2021; During Business Hours: 0; After Business Hours: 0; Passive Investment. *855 - Danilo Jacob LLC; Investment Related - Yes; Oakland, California; Recreation; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2025; During Business Hours: 0; After Business Hours: 40; Personal training, boxing training, mental skills training.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
| S66 | Uniform Combined State Law Examination | 2015-04-26 |
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