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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-17 |
Branch Locations
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 |
|---|---|---|---|---|
| State Farm Melissa Milender Agency | San Bernardino | CA | 12/2016 | 11/2018 |
| Wells Fargo Home Mortgage | San Bernardino | CA | 04/2015 | 11/2016 |
| Jpmc Bank Na (Southwest) | Riverside | CA | 11/2018 | Present |
| J.P. Morgan Chase Securities Llc | Colton | CA | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-01 |
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