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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
2931 Townsgate Road, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westlake Village | CA | 04/2026 | Present |
| J.P. Morgan Securities Llc | Westlake Village | CA | 04/2026 | Present |
| Morton Wealth | Calabasas | CA | 11/2024 | 04/2026 |
| Mindbridge Analytics Inc | Ottowa | 09/2023 | 11/2024 | |
| Blackline Inc | Woodland Hills | CA | 04/2018 | 09/2023 |
| Bloomberg L.P. | New York | NY | 01/2007 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
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