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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
2931 Townsgate Road, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westlake Village | CA | 06/2026 | Present |
| J.P. Morgan Securities Llc | Westlake Village | CA | 06/2026 | Present |
| Oaks Christian School | Westlake Village | CA | 01/2026 | 05/2026 |
| Degroote Financial Group | Westlake Village | CA | 10/2025 | 05/2026 |
| Towne Park | Westlake Village | CA | 05/2025 | 12/2025 |
| Lehigh University | Bethlehem | PA | 08/2021 | 05/2025 |
| Wirtz Corporation | Chicago | IL | 05/2024 | 08/2024 |
| Wirtz Corporation | Chicago | IL | 06/2023 | 08/2023 |
| Replacement Parts Industry | Simi Valley | CA | 05/2022 | 08/2022 |
| Silver In Travel Club | Thousand Oaks | CA | 02/2018 | 07/2021 |
| North Ranch Country Club | Westlake Village | CA | 10/2020 | 05/2021 |
| Unemployed | Thousand Oaks | CA | 06/2016 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
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