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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-05-29 |
| TX | RA | APPROVED | 2020-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Montrose | CA | 12/2019 | Present |
| J.P. Morgan Securities Llc | Montrose | CA | 12/2019 | Present |
| Amerihome Llc | Woodland Hills | CA | 06/2016 | 09/2016 |
| Amerihome Llc | Woodland Hills | CA | 06/2017 | 09/2017 |
| Amerihome Llc | Woodland Hills | CA | 06/2018 | 09/2018 |
| Amerihome Llc | Westlake Village | CA | 09/2019 | 12/2019 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2015 | 06/2019 |
| Unemployed | Simi Valley | CA | 07/2019 | 08/2019 |
| La Crescenta Lacrosse | Glendale | CA | 08/2024 | 01/2025 |
| Agoura High School | Agoura Hills | CA | 06/2025 | Present |
Entity Name: Agoura High School Investment related: No Address: 28545 W Driver Ave, Agoura Hills, CA 91301 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 06/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am serving as a summer lacrosse coach assisting youth boys in learning and playing the game of lacrosse. Entity Name: Calabasas High School Investment related: No Address: 22855 Mulholland Hwy, Calabasas, CA 91302, https://www.calabasashigh.net/ Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 11/05/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be the Assistant Coach for the Varsity Men's Lacrosse Team. I will be teaching the sport of lacrosse to young men after work hours with no connection to my role with JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-28 |
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