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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| CA | RA | APPROVED | 2023-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Los Angeles | CA | 05/2016 | 05/2019 |
| Deutsche Bank National Trust Co | Los Angeles | CA | 06/2019 | 12/2022 |
| Deutsche Bank Securities Inc. | Los Angeles | CA | 06/2019 | 12/2022 |
| Jpmorgan Chase Bank, N.A. | Pasadena | CA | 02/2023 | Present |
| J.P. Morgan Securities Llc | Pasadena | CA | 02/2023 | Present |
| Unemployed | Montrose | CA | 01/2023 | 01/2023 |
Name:2737 HOA Investment-related:No Address:2737 Montrose Ave. Montrose, CA 91020 Nature:HOA Position, title, or relationship:President of HOA / Board member Start date:04/01/15 # of hours/month:5 # of hours during securities trading hours:0 Duties:take care of any maintenance issues and complete projects to renovate the building
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
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