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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Novato | CA | 07/2026 | Present |
| J.P. Morgan Securities Llc | Novato | CA | 07/2026 | Present |
| Rodney Strong Winery Estates | Healdsburg | CA | 08/2024 | Present |
| Equitable Life Insurance Company | San Francisco | CA | 07/2025 | 09/2025 |
| Equitable Advisors, Llc | Healdsburg | CA | 06/2025 | 09/2025 |
| Nylife Securities Llc | Roseville | CA | 10/2024 | 04/2025 |
| New York Life | Roseville | CA | 10/2024 | 04/2025 |
| Unemployed | Sebastopol | CA | 06/2023 | 07/2024 |
| Spoon Foundation | Portland | OR | 02/2023 | 05/2023 |
| Unemployed | Sebastopol | CA | 10/2021 | 01/2023 |
| Martoranan Family Winery | Healdsburg | CA | 08/2021 | 09/2021 |
| Unemployed | Sebastopol | CA | 04/2021 | 08/2021 |
| Sugar Bowl Resort | Norden | CA | 01/2021 | 03/2021 |
| Unemployed | Sebastopol | CA | 09/2020 | 12/2020 |
| Star Staffing | Santa Rosa | CA | 06/2015 | 08/2020 |
NAME OF OTHER BUSINESS:Rodney Strong Winery Estate IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:11455 Old Redwood Hwy,Healdsburg,CA,95471,USA NATURE OF OTHER BUSINESS:Wine production, Sales, and Events YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2024-08-27 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:6 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Within the wine industry I would be considered a "Gopher". My duties would included but not limited to manual labor, event set up, working events/banquets, tasting/food booths, tasting room host, POS, and Winery Tours. IS THIS A RESIDENTIAL ADDRESS?:No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-26 |
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