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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-03 |
| CA | RA | APPROVED | 2024-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2006 | 01/2018 |
| Bank Of America, N.A. | San Francisco | CA | 05/2015 | 01/2018 |
| First Republic Investment Management, Inc. | San Francisco | CA | 01/2018 | Present |
| First Republic Securities Company, Llc | San Francisco | CA | 01/2018 | 10/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | Present |
1) NAME OF OUTSIDE BUSINESS ORGANIZATION: SCENTSBYTHEBAY.COM INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAN FRANCISCO, CALIFORNIA 94804 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 0001-01-01 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CO-OWNER 2) Name: Lil' Frog Creations Investment-related: No Nature of the business: A freelance design studio, serving the Greater San Francisco Bay Area, and the Greater Sacramento Area. Role: Co-owner Start Date: 07/01/2020 Description of duties: I am not involved in the operations of this business simply co-owner. Number of hours each month: 10 Number of hours during trading: 0 3) Name: Ornelas Family Properties LLC Investment-related: Yes Nature of the business: Investment in Real Estate Role: Member Start Date: 06/15/2021 Description of duties: Responsible for all decisions related to current and future investments in real estate and managing property(ies) owned. Number of hours each month: 5 Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
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