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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-13 |
| CA | RA | APPROVED | 2021-01-08 |
Branch Locations
31972 Camino Capistrano, San Juan Capistrano, CA 92675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Juan Capistrano | CA | 01/2013 | Present |
| Jpmorgan Chase Bank, N.A. | San Juan Capistrano | CA | 01/2013 | Present |
Entity Name: DLB Properties Investment related: No Address: Private Residence No website Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a sole proprietor business that my husband and I will own & be signers on. The business account will be used to receive and manage payments for a rental property that we own. Entity Name: Parent Teacher Association Investment related: No Address: www.pta.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: ator
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-01 |
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