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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-03 |
| TX | RA | APPROVED | 2023-10-03 |
Branch Locations
222 Pacific Coast Hwy Suite 11W151, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Wealth Llc | Austin | TX | 06/2015 | 09/2023 |
| Svb Investment Services Inc | Austin | TX | 12/2022 | 09/2023 |
| Jpmorgan Chase Bank Na | Manhattan Beach | CA | 09/2023 | Present |
| Jpmorgan Securities Llc | Manhattan Beach | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-09 |
| S66 | Uniform Combined State Law Examination | 2011-01-26 |
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