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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-26 |
| TX | RA | APPROVED | 2023-06-26 |
Branch Locations
2931 Townsgate Road, Westlake Village, CA 91361 • United States
270 Park Avenue 23Rd Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Santa Monica | CA | 02/2019 | 01/2021 |
| Eem Usa Inc | Long Beach | CA | 02/2017 | 05/2017 |
| Dimensional Fund Advisors | Santa Monica | CA | 06/2018 | 08/2018 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 02/2021 | Present |
| Jpmorgan Securities Llc | Los Angeles | CA | 02/2021 | Present |
| Unemployed | Los Angeles | CA | 01/2019 | 01/2019 |
| University Of California | Los Angeles | CA | 09/2015 | 12/2018 |
| Ivanoventures Llc | Westlake Village | CA | 10/2024 | Present |
Entity Name: IVANOVENTURES LLC Investment related: No Address: Private Residence Nature of the other business: Equine Business Position/Title/Relationship: Owner/Partner Start Date: 10/12/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an equine business that is to be solely owned and operated by me. I expect to turn a small profit each year from annual leasing activity. There is no similarity to my JPMC role nor is there any connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-30 |
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