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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-29 |
Branch Locations
1960 E Grand Ave Suite 710, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Los Angeles | CA | 02/2013 | 04/2017 |
| Jp Morgan Chase Bank | Los Angeles | CA | 02/2013 | 05/2017 |
| Unemployed | Sherman Oaks | CA | 06/2017 | 12/2017 |
| Jp Morgan Chase Bank | Los Angeles | CA | 12/2017 | 05/2019 |
| Jp Morgan Securities, Llc | Los Angeles | CA | 12/2017 | 05/2019 |
| Edelman Financial Engines | Santa Clara | CA | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-14 |
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