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2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-22 |
Branch Locations
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 11/2014 | 04/2024 |
| Charles Schwab Bank | Lone Tree | CO | 11/2014 | 04/2024 |
| J.P. Morgan Securities Llc | Aurora | CO | 04/2024 | 06/2026 |
| Jpmorgan Chase Bank, N.A. | Aurora | CO | 04/2024 | 06/2026 |
| Ses Llc | Aurora | CO | 06/2026 | Present |
| Seia Llc | Aurora | CO | 06/2026 | Present |
SEIA LLC POSITION: Advisor, NATURE: IRIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 06/22/2026 ADDRESS: 3877 S. Netherland St., Aurora, CO 80013, United States DESCRIPTION: RIA sales & service INSURANCE LICENSE PRODUCER POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/22/2026 ADDRESS: 3877 S. Netherland St., Aurora, CO 80013, United States DESCRIPTION: Insurance sales and service consistent with financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-03 |
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