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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seal Beach | CA | 06/2020 | 11/2021 |
| City Of Irvine | Irvine | CA | 05/2017 | 08/2017 |
| Pathway Capital Management | Irvine | CA | 05/2018 | 08/2018 |
| City Of Irvine | Irvine | CA | 05/2018 | 08/2018 |
| Pathway Capital Management | Irvine | CA | 06/2019 | 08/2019 |
| City Of Irvine | Irvine | CA | 07/2019 | 08/2019 |
| University Of Arizona | Tucson | AZ | 08/2016 | 05/2020 |
| Fidelity Investments | Salt Lake City | UT | 11/2021 | 07/2025 |
| J.P. Morgan Securities Llc | Irvine | CA | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 07/2025 | Present |
| Roadie Nutrition | Irvine | CA | 05/2024 | Present |
Entity Name: Roadie Nutrition Investment related: No Address: Irvine, CA, 92620. Website is currently disabled for the foreseeable future Nature of the other business: Food & Beverage Position/Title/Relationship: Owner/Partner Start Date: 05/21/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Protein snack company. I pay a food scientist to create my product and a designer to create my website and packaging. No connection to JPMorganChase or current/ future role
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-04 |
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