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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sunnyvale | CA | 02/2013 | 11/2018 |
| Bank Of America, N.A. | Sunnyvale | CA | 03/2013 | 11/2018 |
| J.P. Morgan Securities, Llc | Mountain View | CA | 11/2018 | 08/2026 |
| J.P. Morgan Chase Bank, N.A. | Mountain View | CA | 11/2018 | 08/2026 |
| E.L.P. Betancourt Properties | Cancun | 04/2025 | Present | |
| Pacaso Inc. | San Francisco | CA | 09/2025 | Present |
| Morgan Stanley Smith Barney Llc | Palo Alto | CA | 08/2026 | Present |
(1) E.L.P Betancourt Properties / Not Investment Related / Cancun, Quintana Roo Mexico / Real Estate / Owner, Partner / Start 01-April-2025 / 0-10 hours devoted per week / 0 during trading hours / My wife and I created a sociedad in Mexico for a vacation home. We plan to list it on Airbnb. (2) Pacaso Inc. / Not Investment Related / San Francisco, CA / Real Estate / Owner, Partner / Start 16-September-2025 / 0-10 hours devoted per week / 0 during trading hours / Real Estate co-ownership. Company sells high end real estate, customers can by a portion of the real estate. (3) Family Trust / Not Investment Related / South Lake Tahoe, CA / Real Estate / Owner, Partner / Start 15-December-2025 / 0-10 hours devoted per week / 0 during trading hours / My Family Trust is the Owner. We will use it for short term rentals such as Airbnb. We hired a property manager who is going to help us with all the business related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-26 |
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