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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-13
CA RA APPROVED 2023-05-22
  • TX RA
    APPROVED_RES
    Since 2024-05-13
  • CA RA
    APPROVED
    Since 2023-05-22

Branch Locations

12860 El Camino Real Floor 02, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley San Diego CA 06/2013 01/2019
U.S. Army Reserve San Diego, Ca CA 12/1999 Present
J.E. Properties, Llc Seattle WA 01/2019 06/2021
Morgan Stanley Private Bank, National Association New York NY 01/2015 01/2019
Jpmorgan Chase Bank Na La Jolla CA 01/2019 Present
Jpmorgan Securities Llc La Jolla CA 01/2019 Present
1429 53Rd Street, Llc Seattle WA 06/2021 10/2024
1214 Thomas Ave Llc San Diego CA 03/2022 Present
Moose Lodge, Llc San Diego CA 10/2025 Present
  • 06/2013 → 01/2019
    San Diego, CA
  • 12/1999 → Present
    U.S. Army Reserve
    San Diego, Ca, CA
  • 01/2019 → 06/2021
    J.E. Properties, Llc
    Seattle, WA
  • 01/2015 → 01/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2019 → Present
    Jpmorgan Chase Bank Na
    La Jolla, CA
  • 01/2019 → Present
    Jpmorgan Securities Llc
    La Jolla, CA
  • 06/2021 → 10/2024
    1429 53Rd Street, Llc
    Seattle, WA
  • 03/2022 → Present
    1214 Thomas Ave Llc
    San Diego, CA
  • 10/2025 → Present
    Moose Lodge, Llc
    San Diego, CA
Previous Registrations
Other Businesses

Entity Name: Moose Lodge, LLC Investment related: No Address: 1220 Rosecrans Street, Suite 550, San Diego, CA 92106 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/24/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate holding company. Single purpose. Rental property. Entity Name: 1214 Thomas Ave LLC Investment related: No Address: 1220 Rosecrans Street, Suite 550, San Diego, CA 92109 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/12/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC holds a single piece of residential real estate that is rented. US ARMY RESERVE - 1HR OUTSIDE BIZ HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-23
  • S66 Uniform Combined State Law Examination
    2013-08-23

View on SEC IAPD

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