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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-07 |
| AZ | RA | APPROVED | 2021-08-17 |
| TX | RA | APPROVED | 2021-08-02 |
Branch Locations
8807 Villa La Jolla Drive, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Courier | San Diego | CA | 03/2007 | 06/2019 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2019 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 09/2020 | 06/2021 |
| Forgotten Barrel | Escondido | CA | 06/2018 | 09/2018 |
| Little Page Oaks | Ramona | CA | 01/2018 | 05/2019 |
| Bank Of America, N.A. | Phoenix | AZ | 09/2020 | 06/2021 |
| Swing Education | San Diego | CA | 04/2018 | 04/2018 |
| Unemployed | Phoenix | AZ | 08/2020 | 08/2020 |
| Jpmc Bank Na (Southwest) | San Diego | CA | 03/2025 | Present |
| J.P. Morgan Securities Llc | San Diego | CA | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 06/2021 | 05/2022 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 05/2022 | 10/2024 |
| J.P. Morgan Securities Llc | Scottsdale | AZ | 06/2021 | 05/2022 |
| J.P. Morgan Securities Llc | San Diego | CA | 05/2022 | 10/2024 |
| Jpmorgan Chase Bank, N.A. | Lakeside | CA | 11/2024 | 03/2025 |
| J.P. Morgan Securities Llc | Lakeside | CA | 11/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-13 |
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