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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| CA | RA | APPROVED | 2024-10-25 |
Branch Locations
19837 Rinaldi Street, Porter Ranch, CA 91326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 04/2011 | 12/2016 |
| Jpmorgan Chase Bank N.A. | Granada Hills | CA | 08/2019 | 07/2022 |
| Jpmorgan Securities Llc | Porter Ranch | CA | 08/2019 | Present |
| Bank Of America | Los Angeles | CA | 04/2011 | 12/2016 |
| Unemployed | Northridge | CA | 01/2017 | 07/2019 |
| Jpmorgan Chase Bank N.A. | Porter Ranch | CA | 07/2022 | Present |
| In-Home Supportive Services | Los Angeles | CA | 05/2025 | Present |
Entity Name: IN-HOME SUPPORTIVE SERVICES Investment related: No "Address: www.ihss.ca.gov 2707 S. Grand Ave., Los Angeles, CA 90007" Nature of the other business: Assisted Living Position/Title/Relationship: Employee/Contractor Start Date: 05/01/2025 Approximate # of hours a week: More than 20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: County administered CA State Medi-Cal benefit to provide in-home-care services. Care Provider roles does not have any connection to JPMorganChase and does not have any similarity to my current role at the firm. Applying to become a service provider for my biological mother.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-20 |
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