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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2014-03-17 |
| NC | RA | APPROVED | 2014-03-16 |
| TX | RA | APPROVED_RES | 2014-03-12 |
| CA | RA | APPROVED | 2014-03-11 |
| OH | RA | APPROVED | 2014-03-11 |
Branch Locations
2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States
601 S. Figueroa Street Floor 35, Los Angeles, CA 90017 • United States
605 Marigold Avenue, Corona Del Mar, CA 92625 • United States
Rolling Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Los Angeles | CA | 03/2014 | Present |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 03/2014 | Present |
| Wicksell Inc | Rancho Palos Verdes | CA | 08/2018 | 12/2018 |
| 1913 Inc. | Palos Verdes | CA | 08/2018 | 12/2018 |
| Puppy Wash Inc. | Rolling Hills | CA | 03/2021 | Present |
| Valuegov | Rolling Hills | CA | 07/2023 | Present |
| Puppywash Inc | Peninsula | CA | 10/2024 | Present |
Entity Name: ValueGOV Inc. Investment related: No Address: 955 Deep Valley Drive # 3049 Palos Verdes Peninsula, CA 90274" Nature of the other business: Technology Position/Title/Relationship: Board Member Start Date: 03/20/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm stepping down from the CEO role, which will be taken over by a different individual. I will remain on the Board and be an employee. The company doesn't have any investment accounts. Entity Name: PuppyWash Inc Investment related: No "Address: PO Box 3049 Palos Verdes Peninsula, CA 90274 www.PuppyWash.com" Nature of the other business: Pet Services Position/Title/Relationship: Owner/Partner Start Date: 10/07/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have already been approved to be an employee and Board Member of PuppyWash. My wife (the CEO and Founder of PuppyWash), I have the title of Co-Founder, given the role that I've played at the company. Entity Name: PuppyWash Inc. Investment related: No "Address: www.PuppyWash.comPO Box 3049 Palos Verdes Peninsula, CA 90274" Nature of the other business: Pet Merchandise Position/Title/Relationship: Board Member Start Date: 02/20/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: PuppyWash sells Automated Dog Baths. I would sit on the Board and provide product advice and help with fundraising, but wouldn't solicit any clients or employees of JPMorgan. I wouldn't provide financial advice. PuppyWash has a checking account serviced by Victor Jimenez, which my wife might close. Entity Name: PuppyWash Inc. Investment related: Y "Address: www.puppywash.com PO Box 3049 Palos Verdes Peninsula, CA 90274" Nature of the other business: Pet Care Position/Title/Relationship: Owner/Partner Start Date: 07/16/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Looking to invest personal funds into Puppywash, which is solely owned by my wife. This company is completely unrelated to any of my JPMC work. Entity Name: Puppy Wash Inc. Investment related: N Address: Rolling Hills, CA 90274 www.puppywash.com Nature of the other business: Grooming Position/Title/Relationship: Adminstration Start Date: 03/01/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: I might help out with administrative tasks, along with (perhaps) some product development. Entity Name: ValueGOV Investment related: No Address: Not yet available. Nature of the other business: Software Position/Title/ Relationship: Owner/Partner Start Date: 07/24/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the CEO and on the Board of Directors. The company and the Founding CTO don't have any known relationship with J.P. Morgan. The company would create software for parks that would help people and institutions keep track of these outdoor areas. My ownership would be greater than 5% of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-23 |
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