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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
3059 Townsgate Rd 4Th Fl/Ste 400 [Ld-Rbo], Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Ventura | CA | 07/2019 | 08/2022 |
| Jpmorgan Chase Bank, N.A. | Ventura | CA | 07/2019 | 08/2022 |
| Wireless Plus, Inc. | Moorpark | CA | 03/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camarillo | CA | 08/2022 | 09/2024 |
| Bank Of America, N.A. | Camarillo | CA | 08/2022 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Camarillo | CA | 09/2024 | 04/2026 |
| J.P. Morgan Securities Llc | Camarillo | CA | 09/2024 | 04/2026 |
| Wells Fargo Clearing Services, Llc | San Luis Obispo | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-23 |
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