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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-24 |
| TX | RA | APPROVED | 2025-04-24 |
Branch Locations
7777 Girard Ave Floor 2, La Jolla, CA 92037 • United States
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Equity Group (Insured Wealth Solutions) | San Diego | CA | 10/2014 | 03/2018 |
| Sentinel Wealth Management Llc (Independent) | San Diego | CA | 04/2018 | 09/2020 |
| Superior Planning Inc. | San Diego | CA | 08/2020 | 03/2021 |
| Pure Financial | San Diego | CA | 04/2021 | 09/2024 |
| Wcg Wealth Advisors, Llc | San Diego | CA | 09/2024 | 11/2024 |
| J.P. Morgan Securities Llc | La Jolla | CA | 12/2024 | Present |
| Jpmorgan Chase Bank, N.A. | La Jolla | CA | 12/2024 | Present |
Effective 12/12/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 2015-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 2015-07-27 |
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