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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-26 |
| CA | RA | APPROVED | 2023-03-27 |
Branch Locations
2303 N. Cottonwood Dr., El Centro, CA 92243 • United States
503 Telegraph Canyon Road, Chula Vista, CA 91910 • United States
330 East H Street, Chula Vista, CA 91910 • United States
619 Sweetwater Road, Spring Valley, CA 91977 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Financial Group, Llc | San Diego | CA | 05/2022 | 03/2023 |
| Navy Federal Investment Services, Llc | San Diego | CA | 04/2022 | 03/2023 |
| Navy Federal Credit Union | San Diego | CA | 09/2019 | 05/2022 |
| Tidemark Financial Partners | San Diego | CA | 01/2019 | 05/2019 |
| Starbucks | San Diego | CA | 09/2016 | 08/2018 |
| Starbucks | San Diego | CA | 02/2019 | 09/2019 |
| Mission Federal Credit Union | San Diego | CA | 04/2017 | 08/2018 |
| Unemployed | San Diego | CA | 09/2018 | 12/2018 |
| J.P. Morgan Securities Llc | San Diego | CA | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 03/2023 | Present |
| Navy Federal Investment | San Diego | CA | 05/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-17 |
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