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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED | 2025-12-17 |
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 & Co. Llc | New York | NY | 07/2022 | 09/2025 |
| Goldman Sachs | Los Angeles | CA | 06/2021 | 08/2021 |
| Bank Of America Merrill Lynch | San Diego | CA | 06/2020 | 08/2020 |
| Commercial Asset Group | Los Angeles | CA | 06/2019 | 08/2019 |
| Indiana University | Bloomington | IN | 08/2018 | 12/2021 |
| Unemployed | Oak Park | CA | 09/2015 | 07/2018 |
| Unemployed | Oak Park | CA | 01/2022 | 06/2022 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 09/2025 | Present |
| J.P. Morgan Securities Llc | San Diego | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-31 |
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