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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-07 |
| TX | RA | APPROVED | 2020-01-07 |
Branch Locations
2465 E Palm Canyon Dr, Bldg D, Palm Springs, CA 92264 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells | CA | 10/2018 | 10/2019 |
| Orangetheory Fitness | Palm Desert | CA | 12/2017 | 10/2018 |
| Unemployed | San Luis Obispo | CA | 03/2017 | 12/2017 |
| Ulta Beauty | San Luis Obispo | CA | 07/2015 | 11/2016 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2013 | 03/2017 |
| Bank Of America, N.A. | Indian Wells | CA | 10/2018 | 10/2019 |
| Jpmorgan Chase Bank, N.A. | Palm Desert | CA | 12/2019 | 04/2022 |
| Jp Morgan Securities Llc | Palm Desert | CA | 12/2019 | 04/2022 |
| Jp Morgan Chase Bank, Na | Rancho Mirage | CA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-02 |
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