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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-24 |
| CA | RA | APPROVED | 2022-03-25 |
Branch Locations
7730 Telegraph Rd, Ventura, CA 93004 • United States
2075 S. Victoria Avenue, Ventura, CA 93003 • United States
3498 Telegraph Rd., Ventura, CA 93003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Woodland Hills | CA | 07/2015 | 03/2017 |
| Northwestern Mutual Investment Services Llc | Woodland Hills | CA | 06/2015 | 03/2017 |
| Westlake Village Inn | Westlake Village | CA | 01/2024 | Present |
| Jp Morgan Securities, Llc | Simi Valley | CA | 03/2017 | 03/2022 |
| Jp Morgan Chase Bank | Simi Valley | CA | 03/2017 | 03/2022 |
| J.P. Morgan Securities Llc | Ventura | CA | 03/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Ventura | CA | 03/2022 | Present |
Entity Name: Westlake Village Inn Investment related: No "Address: 31943 Agoura Rd, Westlake Village, CA 91361 https://www.westlakevillageinn.com/" Nature of the other business: Consultant Position/Title/Relationship: Employee/Contractor Start Date: 01/02/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: The Westlake Village Inn is a luxurious resort and spa. I work as an independent contractor that provides guidance and advice on the food & beverage menus. - 1-2 hours/month - No similarities to JPMC - No connection to JPMC"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-03 |
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