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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-15 |
| CA | RA | APPROVED | 2021-07-01 |
Branch Locations
12860 El Camino Real Floor 02, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Los Angeles | CA | 06/2017 | 03/2019 |
| University Of Notre Dame | South Bend | IN | 08/2013 | 05/2017 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 05/2021 | Present |
| Jpmorgan Securities Llc | Los Angeles | CA | 05/2021 | Present |
| Tonal Systems Inc | San Francisco | CA | 07/2019 | 04/2021 |
| Unemployed | San Diego | CA | 04/2019 | 06/2019 |
Entity Name: Tonal Investment related: N "Address: 617 BRYANT ST SAN FRANCISCO CA 94107-1612 https://www.tonal.com/" Nature of the other business: Exercise Position/Title/Relationship: Employee/Contractor Start Date: 04/19/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Fitness Technology / Connected Fitness As a part of my compensation as a former employee I was granted ISOs of the company's privately held stock. This is private a tech start-up that is not related to financial services industry"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-29 |
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