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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-03 |
Branch Locations
15760 Ventura Blvd Ste 1250 [Sk-Rbo], Encino, CA 91436 • United States
350 W Colorado Blvd Ste 390 [Ll-Rbo], Pasadena, CA 91105 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | South Pasadena | CA | 02/2013 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | South Pasadena | CA | 01/2018 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | South Pasadena | CA | 04/2018 | 07/2025 |
| J.P. Morgan Securities Llc | South Pasadena | CA | 04/2018 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Encino | CA | 07/2025 | Present |
RENTAL PROPERTY; INV RELATED; SAN GABRIEL, CA; 100% OWNERSHIP; 06/2025; 1 HOUR PER MONTH; 0 DURING TRADING; LEASING TO TENANTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-22 |
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