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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED | 2025-02-26 |
Branch Locations
10706 Jefferson Blvd, Culver City, CA 90230 • United States
3335 S Figueroa St, Suite C, Los Angeles, CA 90007 • United States
3738 Crenshaw Blvd, Los Angeles, CA 90016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Studio City | CA | 07/2014 | 03/2018 |
| Unemployed | Los Angeles | CA | 04/2018 | 03/2019 |
| Prudential Advisors | El Segundo | CA | 04/2019 | 06/2022 |
| Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc | Los Angeles | CA | 05/2022 | 02/2025 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-07 |
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