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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-02
TX RA APPROVED_RES 2025-09-02
  • CA RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED_RES
    Since 2025-09-02

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
First Republic Bank San Diego CA 06/2011 07/2023
First Republic Securities Company, Llc San Diego CA 07/2013 10/2023
J.P. Morgan Securities Llc San Diego CA 09/2023 Present
Chargenet Stations Long Beach CA 04/2024 Present
Jp Morgan Chase Bank, N.A San Diego CA 10/2023 Present
Meliolabs, Inc Santa Clara CA 06/2024 Present
  • 06/2011 → 07/2023
    First Republic Bank
    San Diego, CA
  • 07/2013 → 10/2023
    First Republic Securities Company, Llc
    San Diego, CA
  • 09/2023 → Present
    San Diego, CA
  • 04/2024 → Present
    Chargenet Stations
    Long Beach, CA
  • 10/2023 → Present
    Jp Morgan Chase Bank, N.A
    San Diego, CA
  • 06/2024 → Present
    Meliolabs, Inc
    Santa Clara, CA
Other Businesses

Entity Name: Goltech Inc Investment related: No Address: La Jolla, CA www.goltech.co Nature of the other business: Biotechnology Position/Title/Relationship: Owner/Partner Start Date: 08/19/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company is developing a gel testing device to be deployed in medical labs. This would be a passive investment and I would have no responsibilities or active role in the company. Entity Name: MelioLabs, Inc Investment related: No "Address: 3108 Patrick Henry Drive Santa Clara, CA 95054" Nature of the other business: Biology Position/Title/Relationship: Owner/Partner Start Date: 06/19/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: MelioLabs is developing a rapid pathogen testing platform for bloodstream infections. This would be a passive investment and I would have no responsibilities or active role in the company. The company is a client of the business bank in Alameda, CA" Entity Name: Chargenet Stations Investment related: No "Address: 4605 E. Anaheim St, Long Beach, CA 90804 https://chargenetstations.com/" Nature of the other business: Technology Position/Title/Relationship: Employee/Contractor Start Date: 04/08/2024 Approximate # of hours a week:: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Chargenet Stations provides EV charging for the quick-serve restaurant market. I've known the CEO for about three years while they were raising angel and seed capital. The CEO asked me to be on their advisory board to help give input on overall company strategy

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-30
S63 Uniform Securities Agent State Law Examination 2013-10-28
  • S65 Uniform Investment Adviser Law Examination
    2025-08-30
  • S63 Uniform Securities Agent State Law Examination
    2013-10-28
Other Names
  • David Loseke
  • David Frederick Loseke

View on SEC IAPD

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