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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-01 |
| TX | RA | APPROVED | 2022-12-01 |
Branch Locations
3 Park Plz Suite 700, Irvine, CA 92614 • United States
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Irvine | CA | 10/2012 | Present |
| Jpmorgan Securities Llc | Irvine | CA | 10/2012 | Present |
Entity Name: Segerstrom Center for the Arts Investment related: Yes Address: 600 Costa Mesa, CA Nature of the other business: Performing Arts for the community. Position/Title/Relationship: Director Start Date: 01-Dec-2015 Approximate # of hours a month: 5 hours per month Approximate # of hours during securities trading hours: 0-3 per month Briefly describe your duties: Director and Finance Committee member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-12 |
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