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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-24 |
| CA | RA | APPROVED | 2021-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Los Angeles | CA | 06/2013 | 05/2019 |
| Jpmorgan Chase Bank Na | Irvine | CA | 05/2019 | Present |
| Jpmorgan Securities Llc | Irvine | CA | 05/2019 | Present |
Entity Name: Self Investment related: Yes Address: 956 San Pedro CA Nature of the other business: Rental property Position/Title/Relationship: Other Start Date: 03-Jan-2017 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner/Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-26 |
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