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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| UT | RA | APPROVED | 2024-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 12/2019 | 09/2021 |
| Justines Private Cuisine | Thousand Oaks | CA | 07/2017 | 12/2022 |
| Kreation Juicery | Thousand Oaks | CA | 09/2018 | 11/2018 |
| Sur La Table | Thousand Oaks | CA | 07/2015 | 09/2018 |
| Marmalade Cafe | Thousand Oaks | CA | 08/2016 | 10/2018 |
| Td Ameritrade, Inc. | Thousand Oaks | CA | 11/2021 | 06/2024 |
| Charles Schwab & Co., Inc. | Thousand Oaks | CA | 05/2022 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Thousand Oaks | CA | 11/2021 | 06/2024 |
| Charles Schwab Bank, Ssb | Thousand Oaks | CA | 12/2021 | 06/2024 |
| J.P. Morgan Securities Llc | Cottonwood Heights | UT | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Cottonwood Heights | UT | 07/2024 | Present |
| Bank Of America/Merrill Lynch | Westlake Village | CA | 12/2019 | 09/2021 |
| Enriched Farms | Woodland Hills | CA | 11/2018 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-31 |
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