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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 05/2015 | 11/2025 |
| J.P Morgan Chase Bank | New York | NY | 05/2015 | 11/2025 |
| Wealth Brokerage Llc | Palo Alto | CA | 02/2026 | Present |
Entity Name: NRM Logistics LLC Investment related: N Address: 514 Vine St Apt 2A Elizabeth, NJ 07202 Nature of the other business: Liability Position/Title/Relationship: Not much responsibility at the moment, my brother is handling the everyday operations and I assist him when needed with business transactions Start Date: 09/04/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Not much responsibility at the moment, my brother is handling the everyday operations and I assist him when needed with business transactions Entity Name: Mamitas Southeast Inc. Investment related: N Address: 125 Kirkland RD Covington, GA 30016 Nature of the other business: Storing and distributing ices/frozen goods Position/Title/Relationship: Not much responsibility at the moment, my brother is handling the everyday operations and I assist him when needed with business transactions Start Date: 05/16/2025 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Not much responsibility at the moment, still helping with starting up the warehouse Entity Name: Domar Equity Holdings Investment related: N Address: 125 Kirkland Rd Covington, GA 30016 Nature of the other business: Real estate holding company Position/Title/Relationship: Not much responsibility at the moment, in the process of purchasing warehouse Start Date: 05/2025 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Not much responsibility at the moment, assisting with financials to open warehouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-02 |
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