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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-22 |
| CA | RA | APPROVED | 2026-07-20 |
Branch Locations
17107 Ventura Blvd Floor 02, Encino, CA 91316 • United States
17107 Ventura Blvd, Encino, CA 91316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Los Angeles | CA | 07/2026 | Present |
| Wells Fargo | San Francisco | CA | 07/2022 | 07/2026 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2012 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 12/2008 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-04 |
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