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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 | 2024-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solis Capital Partners | Newport Beach | CA | 08/2020 | 08/2023 |
| Bny Mellon Wealth Management | Newport Beach | CA | 02/2005 | 07/2018 |
| Unemployed | Laguna Niguel | CA | 08/2018 | 07/2020 |
| Jpmorgan Chase Bank, Na | Irvine | CA | 01/2024 | Present |
| Jpmorgan Securities Llc | Irvine | CA | 01/2024 | Present |
| Unemployed | Laguna Niguel | CA | 09/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-03 |
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