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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED | 2024-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Monica | CA | 05/2015 | 03/2024 |
| Bank Of America, N.A. | Reseda | CA | 08/2013 | 03/2024 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 03/2024 | Present |
Entity Name: Catalyst4Curiosity Investment related: No Address: Private Residence catalyst4curiosity.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/25/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Empowering the Next Geenration Through STEM Education. Building confidence, curiosity, and competence in STEM subjects through hands-on learning and mentorship. I help as adult advising on set up of accounts, bank accounts, filing with IRS, etc. Will basically help as treasurer. Niece and Friend are ones that will be actively running organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-20 |
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