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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
7151 W. Manchester Blvd Fl 1, Los Angeles, CA 90045 • United States
130 E. Grand Ave., El Segundo, CA 90245 • United States
1223 Hermosa Ave, Hermosa Beach, CA 90254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | El Segundo | CA | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | El Segundo | CA | 02/2026 | Present |
| Sentinel Wealth Advisory Group Ameriprise Financial Services | El Segundo | CA | 02/2025 | 02/2026 |
| Liberty One Investment Management | Libertyville | IL | 01/2023 | 01/2025 |
| Cetera Financial Group | El Segundo | CA | 03/2019 | 12/2022 |
| Marmalade Llc | Canoga Park | CA | 04/2014 | 05/2019 |
| Aerotek - Contract With Cetera Financial Group | Hanover | MD | 10/2018 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-25 |
| S66 | Uniform Combined State Law Examination | 2020-02-26 |
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