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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED_RES | 2026-01-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | San Diego | CA | 02/2016 | 01/2026 |
| J.P. Morgan Securities Llc | Winchester | CA | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Winchester | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-10 |
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