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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-06 |
| NY | RA | APPROVED | 2022-07-01 |
| CA | RA | APPROVED | 2022-06-21 |
Branch Locations
27752 Vista Del Lago, Mission Viejo, CA 92692 • United States
25112 Marguerite Pkwy, Mission Viejo, CA 92692 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Mission Viejo | CA | 02/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 12/2015 | 02/2017 |
| J.P. Morgan Securities Llc | Mission Viejo | CA | 05/2018 | Present |
| Uber | Lake Forest | CA | 08/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-09 |
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