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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-19 |
| TX | RA | APPROVED | 2022-10-19 |
Branch Locations
459 S. Atlantic Blvd., Monterey Park, CA 91754 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | San Gabriel | CA | 04/2014 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Gabriel | CA | 04/2014 | 10/2022 |
| J.P. Morgan Securities Llc | Monterey Park | CA | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Monterey Park | CA | 10/2022 | Present |
I*517487 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: West Covina, California, 91790 Nature of business: Position, title, association: Sole owner, Start date of relationship: 8/1/2019 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-06 |
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