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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-07 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
9647 E. Las Tunas Drive, Temple City, CA 91780 • 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 |
|---|---|---|---|---|
| Washington Mutual Bank | Alhambra | CA | 06/1999 | Present |
| Rental Property | Victorville | CA | 06/2006 | Present |
| J.P. Morgan Securities Llc | Temple City | CA | 10/2012 | Present |
| Jp Morgan Chase Bank, N.A. | Temple City | CA | 10/2012 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/21/2015 ADDRESS: 13829 VICTORVILLE, CA. DETAILS: Collect rent and manage property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-20 |
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