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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East West Bank | Irvine | CA | 05/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 05/2026 | Present |
| Cetera Investment Advisers Llc | Irvine | CA | 05/2026 | Present |
| Bank Of America | Rosemead | CA | 01/2018 | 12/2018 |
| Cathay Pacific Airways | Los Angeles | CA | 12/2013 | 11/2017 |
| J.P. Morgan Securities Llc | La Canada | CA | 04/2019 | 09/2019 |
| Jpmorgan Chase Bank, N.A. | La Canada | CA | 04/2019 | 09/2019 |
| Unemployed | El Monte | CA | 01/2019 | 03/2019 |
| Unemployed | El Monte | CA | 12/2017 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Arcadia | CA | 09/2019 | 09/2021 |
| Bank Of America, N.A. | Arcadia | CA | 09/2019 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Altadena | CA | 08/2022 | 03/2024 |
| Keller Williams Executive | Alhambra | CA | 01/2022 | 07/2022 |
| Unemployed | Alhambra | CA | 10/2021 | 12/2021 |
| J.P. Morgan Securities Llc | Temple City | CA | 03/2024 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Temple City | CA | 03/2024 | 05/2026 |
| Bank Of America, N.A. | Altadena | CA | 08/2022 | 03/2024 |
| Uber | Alhambra | CA | 11/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-05 |
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