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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-11 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
5791 E Santa Ana Canyon Rd, Anaheim, CA 92807 • United States
2500 E. Imperial Hwy, Ste. 194, Brea, CA 92821 • United States
270 S. State College Blvd, Brea, CA 92821 • United States
17490 Yorba Linda Blvd, Yorba Linda, CA 92886 • United States
670 N Rose Dr, Placentia, CA 92870 • United States
8166 E Santa Ana Canyon Rd, Ste 200, Anaheim Hills, CA 92808 • United States
3334 Yorba Linda Blvd, Fullerton, CA 92831 • United States
20385 Yorba Linda Blvd, Yorba Linda, CA 92886 • United States
5200 E Second St, Floor 02, Long Beach, CA 90803 • United States
1100 S. Diamond Bar Blvd, Diamond Bar, CA 91765 • United States
2717 S Diamond Bar Blvd, Diamond Bar,, CA 91765 • United States
555 N State College Blvd, Anaheim, CA 92806 • United States
545 N Euclid St, Anaheim, CA 92801 • United States
101 S. Harbor Blvd., Anaheim, CA 92805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Yorba Linda | CA | 10/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-01 |
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