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8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-13 |
Branch Locations
8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Los Angeles | CA | 05/2010 | Present |
| J.P. Morgan Securities Llc | Beverly Hills | CA | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Beverly Hills | CA | 01/2018 | 04/2023 |
| Hollywood Recreation Center | Los Angeles | CA | 01/2019 | Present |
| J.P. Morgan Securities Llc | Beverly Hills | CA | 10/2012 | 12/2017 |
| Life Line Wealth Management | Beverly Hills | CA | 06/2023 | Present |
| Life Line Wealth Management, Llc | Beverly Hills | CA | 06/2023 | Present |
Entity Name: Rental Income Property Investment related: Y Address: Indio, California 92201 Nature of the other business: Rental Property Position/Title/Relationship: Owner/Partner Start Date: 12/15/2020 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Short Term Rental Property ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: HOLLYWOOD RECREATION CENTER POSITION: BASKETBALL COACH START DATE: 1/29/2019 ADDRESS: 1122 Los Angeles, CA DETAILS: COACH KIDS 8-10 YEARS OLD. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 12 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-19 |
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