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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED_RES | 2025-06-02 |
Branch Locations
860 East Colorado Boulevard, Pasadena, CA 91101 • United States
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Pasadena | CA | 03/2014 | 08/2017 |
| Morgan Stanley Private Bank, N.A. | Pasadena | CA | 08/2014 | 08/2017 |
| Ubs Financial Services | Pasadena | CA | 08/2017 | 05/2025 |
| Ubs Bank Usa | Century City | CA | 08/2017 | 05/2025 |
| J.P. Morgan Securities Llc | Pasadena | CA | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Pasadena | CA | 05/2025 | Present |
Effective 5/19/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-16 |
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