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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-27 |
| TX | RA | APPROVED | 2023-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Irvine | CA | 01/2023 | Present |
| Jpmorgan Securities Llc | Irvine | CA | 01/2023 | Present |
| Us Bank | Newport Beach | CA | 09/2017 | 01/2023 |
| Capital Group | Irvine | CA | 07/2015 | 09/2017 |
Entity Name: Goodwill of Orange County Investment related: Yes Address: 410 N. Fairview St., Santa Ana, CA, 92703 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I sit on the investment committee of Goodwill of Orange County. I am not paid for this work. It is purely volunteer service for a non-profit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-27 |
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