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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2026-01-07 |
Branch Locations
31972 Camino Capistrano, San Juan Capistrano, CA 92675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Juan Capistrano | CA | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Juan Capistrano | CA | 01/2026 | Present |
| Merrill Lynch | Newport Beach | CA | 07/2024 | 12/2025 |
| Fidelity Investments | Mission Viejo | CA | 10/2022 | 06/2024 |
| Monkfit Llc; Self-Employed | Denver | CO | 10/2018 | 12/2022 |
| Kbr Inc | San Jose | CA | 09/2020 | 11/2021 |
| Colorado Athletic Company; Union Station | Denver | CO | 11/2018 | 02/2020 |
| Bruz Beers | Denver | CO | 10/2018 | 11/2018 |
| Saiva Siddhanta Church | Kapaa | HI | 11/2008 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-01 |
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