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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2016-05-12 |
| CA | RA | APPROVED | 2014-06-30 |
Branch Locations
34318 Yucaipa Blvd, Yucaipa, CA 92399 • United States
1195 Calimesa Boulevard, Calimesa, CA 92320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Redlands | CA | 01/2013 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Yucaipa | CA | 08/2009 | Present |
| Primos Wine And Spirits Inc | Fresno | CA | 06/2019 | 06/2019 |
| J.P. Morgan Securities Llc | Yucaipa | CA | 10/2020 | Present |
| Ale Fresno 2 Inc | Fresno | CA | 02/2025 | Present |
Entity Name: ALE FRESNO 2 INC Investment related: No Address: 4430 W Ashlan Ave Fresno, CA 93722 Nature of the other business: Undefined Position/Title/Relationship: Owner/Partner Start Date: 02/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Silent Partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-01 |
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