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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
| CA | RA | APPROVED | 2024-12-21 |
Branch Locations
840 N. San Fernando Blvd., Burbank, CA 91502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Burbank | CA | 09/2021 | Present |
| J.P. Morgan Securities Llc | Burbank | CA | 09/2021 | Present |
| Comerica Bank | Los Angeles | CA | 03/2021 | 09/2021 |
| Bank Of America, N.a | Los Angeles | CA | 03/2019 | 11/2020 |
| University Of California, Irvine | Irvine | CA | 09/2014 | 12/2018 |
| Unemployment | Los Angeles | CA | 01/2019 | 03/2019 |
| Unemployment | Northridge | CA | 12/2020 | 03/2021 |
Entity Name: Burnet Village Home Home Owners Association Investment related: No Address: North Hills, CA Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/04/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I would be taking on a role as the treasurer of the HOA to be part of the board of the HOA. In this role, I would participate in making decisions for the community regarding repairs, maintenance, and rules. As the treasurer, I would be on the bank accounts for the HOA. I will not be providing investment advice, but they want my expertise regarding being being cost effective in the decision making for the HOA and they want me to handle bookkeeping. I will not be compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
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