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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-10 |
| CA | RA | APPROVED | 2018-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securites Llc | San Luis Obispo | CA | 11/2015 | 10/2017 |
| Jp Morgan Chase Bank | San Luis Obispo | CA | 04/2012 | 10/2017 |
| Morgan Stanley | Santa Maria | CA | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-26 |
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