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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-18 |
| TX | RA | APPROVED_RES | 2024-01-18 |
Branch Locations
660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • United States
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 |
|---|---|---|---|---|
| Hightower Advisors, Llc | Newport Beach | CA | 03/2016 | 04/2020 |
| Hightower Securities, Llc | Newport Beach | CA | 03/2016 | 04/2020 |
| First Republic Securities Company, Llc | Newport Beach | CA | 04/2020 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 04/2020 | Present |
| J.P. Morgan Securities Llc | Newport Beach | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-10 |
| S66 | Uniform Combined State Law Examination | 2012-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-18 |
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