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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-12 |
| CA | RA | APPROVED | 2021-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2011 | 03/2017 |
| Bank Of America, N.A. | San Francisco | CA | 06/2011 | 03/2017 |
| J.P. Morgan Securities Llc | Pacific Palisades | CA | 03/2017 | 04/2021 |
| Pasadena Private Wealth, Llc | Pasadena | CA | 02/2021 | 09/2021 |
| Pensionmark Securities | Santa Barbara | CA | 04/2021 | 09/2021 |
| Jpmorgan Chase Bank, N.A. | Pasadena | CA | 10/2021 | Present |
| J.P. Morgan Securities Llc | Pasadena | CA | 10/2021 | Present |
| J.P. Morgan Securities Llc | San Marino | CA | 03/2018 | 04/2021 |
Entity Name: South Pasadena Chamber of Commerce Investment related: No Address: South Pasadena Chamber of Commerce | 1121 Mission Street | South Pasadena, CA 91030 www.southpasadena.net Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Chamber of Commerce for South Pasadena. Responsible for promoting and supporting local businesses in the city of South Pasadena. My role as a board member is to contribute my volunteer time and participate in various functions and events that the chamber is responsible for every year with the goal of promoting and supporting local businesses in the city of South Pasadena.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
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