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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-16 |
| TX | RA | APPROVED_RES | 2025-01-16 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aliso Viejo | CA | 06/2019 | 09/2021 |
| Bank Of America, N.A. | Aliso Viejo | CA | 06/2019 | 09/2021 |
| First American Title | Santa Ana | CA | 12/2017 | 05/2019 |
| First International Title | Altamonte Springs | FL | 03/2016 | 12/2017 |
| Td Ameritrade Now Charles Schwab | Mission Viejo | CA | 10/2021 | 01/2025 |
| Home Consignment Center | Laguna Niguel | CA | 05/2022 | 07/2022 |
| Prominent Escrow Services Inc | Newport Beach | CA | 02/2019 | 02/2019 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
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