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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-12 |
| TX | RA | APPROVED | 2022-07-12 |
Branch Locations
402 S. Brand Boulevard, San Fernando, CA 91340 • United States
11160 Balboa Blvd., Granada Hills, CA 91344 • United States
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 | Pasadena | CA | 07/2019 | 07/2022 |
| Bank Of America | Monrovia | CA | 07/2019 | 07/2022 |
| Us Bank | Glendora | CA | 05/2018 | 07/2019 |
| Citibank | Pasadena | CA | 10/2015 | 05/2018 |
| Citrus Community College | Glendora | CA | 08/2013 | 06/2017 |
| J.P. Morgan Securities Llc | Granada Hills | CA | 07/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Granada Hills | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-19 |
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