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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-03 |
| CA | RA | APPROVED | 2022-10-11 |
Branch Locations
619 W Channel Islands Blvd, Port Hueneme, CA 93041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Ventura | CA | 12/2015 | 07/2017 |
| Thrivent Financial | Appleton | WI | 04/2016 | 07/2017 |
| Edward Jones | St. Louis | MO | 07/2017 | 09/2022 |
| J.P. Morgan Securities Llc | Port Hueneme | CA | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Port Hueneme | CA | 10/2022 | Present |
| Massachusetts Mutual Life Ins Co | Appleton | WI | 06/2017 | 10/2019 |
| Southern California Collegiate Football Officials Association | St Cerritos | CA | 09/2022 | Present |
| Channel Coast Officials | Camarillo | CA | 10/2021 | Present |
Entity Name: Channel Coast Officials Investment related: No "Address: 669 BUENOS TIEMPOS DR CAMARILLO, CA 93012 channelcoastofficials.org" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Referees for sports in our community. My responsibility is to be a referee official at football games. These responsibilities are not similar to my role at JPMC and have no connection" Entity Name: Southern California Collegiate Football Officials Association Investment related: No "Address: 13141 Sutton st Cerritos CA 90703 sccfoa.org " Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 09/10/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a referee for the junior colleges in Southern California
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-21 |
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