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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Bonita | CA | 06/2013 | 12/2016 |
| Unemployed | San Diego | CA | 01/2017 | 03/2017 |
| Vma Company Llc | San Diego | CA | 04/2017 | 02/2019 |
| San Diego County Credit Union | San Diego | CA | 01/2018 | 01/2018 |
| Exclusive Events By Bella Mia Inc | Chula Vista | CA | 01/2018 | Present |
| Northwestern Mutual Life Insurance Company | San Diego | CA | 07/2019 | 04/2020 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 06/2019 | 04/2020 |
| New York Life Insurance | San Diego | CA | 08/2020 | 04/2022 |
| Nylife Securities Llc | San Diego | CA | 07/2020 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Bonita | CA | 05/2015 | 12/2016 |
| New Caps Llc | Burbank | CA | 12/2016 | 12/2016 |
| Ethereal Luxury Restrooms Inc | San Diego | CA | 08/2021 | Present |
| Jp Morgan Chase Bank, N.A. | San Diego | CA | 05/2022 | Present |
| Jp Morgan Securities, Llc | San Diego | CA | 05/2022 | Present |
| Alex Contreras | Chula Vista | CA | 01/2022 | 05/2026 |
| Abc License - Alcohol And Beverage License | San Diego | CA | 01/2024 | 05/2026 |
Entity Name: Exclusive Events by Bella Mia Inc Investment related: Yes "Address: Chula Vista CA 91913 bellamiaexclusiveevents.com" Nature of the other business: Event Planning Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: wedding and event planning business, my role is overseeing some of the operations, marketing and some financial oversight. All to which are unrelated to financial services nor JPMC. Entity Name: Ethereal Luxury Restrooms Inc Investment related: Yes "Address: San Diego CA 92154 etherealluxuryrestrooms.com" Nature of the other business: Restroom Services Position/Title/Relationship: Owner/Partner Start Date: 08/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: ELR or Ethereal Luxury Restrooms are portable restroom trailer rentals, my responsabilities are overseeing markerting, some operations and finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-17 |
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