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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-08 |
| CA | RA | APPROVED | 2025-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Alhambra | CA | 04/2010 | Present |
| J.P. Morgan Securities Llc | Alhambra | CA | 10/2012 | Present |
Entity Name: Donna Wang Investment related: N Address: Monterey Park, CA 91754 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: Nov 16, 2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: Apr 01, 2021 ADDRESS: N Rainbow Blvd Unit 245 Las Vegas, NV DETAILS: Rental property HOURS DEDICATED (per month unless otherwise indicated): N/A HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 9/23/2014 ADDRESS: RANCHO CUCAMONGA, CA. DETAILS: Rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): N/A HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-02 |
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