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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED | 2023-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 09/2019 | Present |
| J.P. Morgan Securities Llc | Irvine | CA | 09/2019 | Present |
| Joytri Productions | Toluca Lake | CA | 12/2014 | 12/2018 |
| Unemployed | Orange County | CA | 01/2019 | 08/2019 |
Entity Name: WISE Investors (Women Investing in Security and Education Investment related: Yes "Address: Huntington Beach, California 92648 www.wiseinvestors.org " Nature of the other business: Investment Position/Title/Relationship: Board Member Start Date: 02/11/2019 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: WISE is a local 501c(3) providing opportunities to educate girls & women on personal finance, careers in finance. We partner with Girl Scouts, Girls Inc, local universities. I am a board member and sit on the Advisory and Investment Committees. There is no connection to JPMorgan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-30 |
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