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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-29 |
Branch Locations
2029 Century Park E Floor 40, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Convergent Wealth Advisors | Los Angeles | CA | 12/2013 | 11/2016 |
| Pathstone Federal Street | Los Angeles | CA | 11/2016 | 12/2018 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 07/2019 | Present |
| Jpmorgan Securities Llc | Los Angeles | CA | 07/2019 | Present |
| Unemployed | Los Angeles | CA | 01/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
| S66 | Uniform Combined State Law Examination | 2001-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-15 |
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