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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-06 |
| CA | RA | APPROVED | 2025-02-25 |
Branch Locations
4500 Bonita Road, Bonita, CA 91902 • United States
1800 E Florida Ave, Floor 02, Hemet , CA 92544 • United States
5111 Mission Center Rd, Floor 02, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A./Merrill Lynch, Pierce, Fenner & Smith Inc | San Diego | CA | 02/2020 | 09/2021 |
| Brown Brothers Harriman | Boston | MA | 08/2019 | 12/2019 |
| State Street | North Quincy | MA | 08/2018 | 12/2018 |
| Westpac Wealth Partners | San Diego | CA | 01/2022 | 01/2023 |
| Guardian Life Insurance Company | San Diego | CA | 04/2022 | 01/2023 |
| Unemployed | San Diego | CA | 10/2021 | 12/2021 |
| Massmutual Life Insurance Company | San Diego | CA | 01/2023 | 10/2023 |
| Prudential Financial | San Diego | CA | 10/2023 | 06/2024 |
| Alliancebernstein | San Diego | CA | 06/2024 | 10/2024 |
| Nordstrom, Inc | San Diego | CA | 06/2017 | 07/2017 |
| Unemployed | San Diego | CA | 01/2016 | 05/2017 |
| Unemployed | San Diego | CA | 08/2017 | 07/2018 |
| Unemployed | San Diego | CA | 01/2019 | 07/2019 |
| Unemployed | San Diego | CA | 01/2020 | 01/2020 |
| Unemployed | Chula Vista | CA | 11/2024 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 02/2025 | Present |
| J.P. Morgan Securities Llc | San Diego | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-18 |
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