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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2025-05-09 |
Branch Locations
222 Pacific Coast Hwy Suite 11W151, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Los Angeles | CA | 10/2015 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Los Angeles | CA | 10/2015 | 02/2019 |
| Jp Morgan Securities, Llc | Torrance | CA | 02/2019 | 06/2022 |
| Jp Morgan Chase Bank, N.A. | Torrance | CA | 02/2019 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Torrance | CA | 06/2022 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | El Segundo | CA | 04/2025 | Present |
| J.P. Morgan Securities Llc | El Segunndo | CA | 04/2025 | Present |
Entity Name: ChargerHelp Investment related: No Address: 525 S. HEWITT ST. LOS ANGELES, CA 90013 www.chargerhelp.com Nature of the other business: Software Applications Position/Title/Relationship: Owner/Partner Start Date: 04/06/2022 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: ChargerHelp is an app-based dispatch and deployment system that solves the problem of down electric vehicle charging stations by providing on-demand repairs and maintenance support and addresses range anxiety for EV drivers. I invested a small amount in a seed round in 2022. I have no other involvement in the company beyond the financial investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-15 |
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