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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-19 |
| CA | RA | APPROVED | 2021-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army Reserve | Bell | CA | 09/2015 | 03/2020 |
| Jp Morgan Securities Llc | Santa Clara | CA | 06/2017 | 05/2018 |
| Jp Morgan Chase Bank | Santa Clara | CA | 06/2017 | 05/2018 |
| Jpmorgan Chase Bank, Na | Santa Clara | CA | 05/2018 | 03/2021 |
| Jp Morgan Chase Bank, N.A. | Cupertino | CA | 03/2021 | Present |
| Jp Morgan Securities Llc | Cupertino | CA | 03/2021 | Present |
| Eventful 4 U,Llc | Los Altos | CA | 09/2023 | 08/2024 |
| San Tomas Aquito,Llc | Palo Alto | CA | 11/2023 | Present |
Entity Name: San Tomas Aquito,LLC Investment related: No Address: 433 Cambridge Ave, Palo Alto, CA 94306 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Property investment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-17 |
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