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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-14 |
| CA | RA | APPROVED | 2021-01-13 |
Branch Locations
660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • United States
2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 03/2011 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 12/2020 | Present |
| J.P. Morgan Securities Llc | Los Angeles | CA | 12/2020 | Present |
| Wells Fargo Advisors | Los Angeles | CA | 03/2011 | 12/2020 |
Effective 12/28/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-17 |
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