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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| CA | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kona Kai Resort | San Diego | CA | 10/2014 | 03/2017 |
| J.P. Morgan Securities Llc | Carlsbad | CA | 11/2018 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Carlsbad | CA | 11/2018 | 05/2025 |
| Alexander Yoona | San Diego | CA | 01/2018 | 05/2025 |
| Unemployed | San Diego | CA | 12/2017 | 01/2018 |
| First Command Financial Planning, Inc | San Diego | CA | 01/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 05/2025 | Present |
| Bank Of America, N.A. | San Diego | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-30 |
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