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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-18 |
Branch Locations
20900 Ventura Blvd, Woodland Hills, CA 91364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Malibu | CA | 08/2017 | 04/2023 |
| Wells Fargo Na | Malibu | CA | 08/2017 | 03/2023 |
| Walmart | Porter Ranch | CA | 07/2013 | 08/2017 |
| La Dreamy Shop | Woodland Hills | CA | 11/2020 | 03/2024 |
| Ihss | Woodland Hills | CA | 12/2018 | Present |
| Jp Morgan Chase Bank N.A. | Woodland Hills | CA | 04/2023 | Present |
| Jp Morgan Securities Llc | Woodland Hills | CA | 04/2023 | Present |
Entity Name: IHSS Investment related: No Address: https://www.etimesheets.ihss.ca.gov, Woodland Hills, California, 91367 Nature of the other business: Assisted Living Position/Title/Relationship: Employee/Contractor Start Date: 12/01/2018 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: CAREGIVER, TAKING CARE OF MOTHER, NOT INV. RELATED or no connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
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