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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-31 |
| CA | RA | APPROVED | 2025-05-30 |
Branch Locations
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
3 Park Plaza, Irvine, CA 92614-8505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Long Beach | CA | 03/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Long Beach | CA | 11/2016 | 02/2017 |
| Ubs Financial Services Inc | Newport Beach | CA | 02/2017 | 05/2025 |
| Ubs Bank Usa | Newport Beach | CA | 02/2017 | 05/2025 |
| J.P. Morgan Securities Llc | Irvine | CA | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 05/2025 | Present |
Effective 5/19/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-20 |
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