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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-26 |
| TX | RA | APPROVED_RES | 2019-03-12 |
| FL | RA | APPROVED | 2019-03-11 |
| PR | RA | APPROVED | 2019-03-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oriental Financial Services Corp | San Juan | PR | 07/2011 | 02/2019 |
| Jp Morgan Securities, Llc | Altamonte Springs | FL | 02/2019 | 05/2019 |
| Jp Morgan Chase Bank, N.A. | Altamonte Springs | FL | 02/2019 | 05/2019 |
| Jp Morgan Securities Llc | Longwood | FL | 05/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Longwood | FL | 05/2019 | Present |
ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: RODAN & FIELDS POSITION: INDEPENDENT CONSULTANT START DATE: 3/22/2018 ADDRESS: 60 San Francisco, CA DETAILS: WWW.RODANANDFIELDS.COM. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-23 |
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