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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
| CA | RA | APPROVED | 2026-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Securities Llc | Prescott Valley | AZ | 07/2022 | 11/2025 |
| Jpmorgan Chase Bank N. A. | Prescott Valley | AZ | 01/2020 | 11/2025 |
| Cvs Health | Mission Viejo | CA | 10/2015 | 01/2020 |
| Unemployed | Mission Viejo | CA | 07/2012 | 10/2016 |
| Jpmorgan Chase Bank N.A. | Laguna Hills | CA | 01/2020 | 01/2021 |
| Cvs Pharmacy | Mission Viejo | CA | 07/2020 | 01/2021 |
| Uber Eats | Prescott Valley | AZ | 02/2023 | 05/2023 |
| Paragon Contracting | Prescott Valley | AZ | 05/2023 | 05/2023 |
| Wolf Lounge | Mission Viejo | CA | 10/2023 | 06/2025 |
| Ascent Marketing Consultants Llc | Mission Viejo | CA | 11/2023 | 06/2025 |
| Premier Sauna/Benevolvet And Protective Order | Mission Viejo | CA | 04/2024 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 11/2025 | Present |
| Southern New Hampshire University | Hooksett | NH | 06/2024 | 08/2025 |
| Bank Of America, N.A | Newport Beach | CA | 01/2026 | Present |
I*4639271 Entity Type: For Profit Name of OBA: auto authority llc Address: Mission Viejo, California, 92691 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/30/2026Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: I am renting my car on TURO for extra income. No real responsibilities just making sure my car is clean and maintained I*4936267 Entity Type: For Profit Name of OBA: Data Annotation Address: Aliso Viejo, California, 92656 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 07/18/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: Training AI Training AI to make correct judgement. I attest I am aware that all Outside Activities must be performed in your personal capacity & not that of Bank of America or its subsidiaries. I will be asking the AI questions and judging whether or not they completed what I told it to do. If it did not, I report it so. I am sticking to general questions that I am familiar with.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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