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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-23 |
| TX | RA | APPROVED_RES | 2025-04-23 |
Branch Locations
22391 Antonio Pkwy, Ste J-100, Rancho Santa Margarita, CA 92688 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Hollywood | CA | 10/2018 | 06/2021 |
| Jp Morgan Chase Bank, N.A. | Hollywood | CA | 10/2018 | 06/2021 |
| Bank Of America N.A. | Placentia | CA | 02/2017 | 10/2018 |
| Pypir Inc | Irvine | CA | 07/2016 | 02/2017 |
| Merril Lynch | Irvine | CA | 05/2022 | 04/2025 |
| Loandepot | Lake Forest | CA | 06/2021 | 02/2022 |
| Bank Of America, N.A. | Irvine | CA | 08/2022 | 04/2025 |
| Towne Park, Ltd. | Irvine | CA | 01/2017 | 02/2017 |
| Unemployed | Irvine | CA | 03/2022 | 04/2022 |
| J.P. Morgan Securities Llc | Rancho Santa Margarita | CA | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Rancho Santa Margarita | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-18 |
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