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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-04 |
| TX | RA | APPROVED | 2024-04-04 |
Branch Locations
2029 Century Park E Floor 40, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Los Angeles | CA | 06/2020 | Present |
| Jpmorgan Securities Llc | Los Angeles | CA | 06/2020 | Present |
| Ideal Capital Group | Clovis | CA | 06/2019 | 03/2020 |
| As You Wish Catering | Tahoe City | CA | 07/2015 | 08/2018 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-21 |
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