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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-28 |
| CA | RA | APPROVED | 2026-07-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Sherman Oaks | CA | 08/2021 | 11/2023 |
| J.P. Morgan Securities Llc | Sherman Oaks | CA | 08/2021 | 11/2023 |
| Union Bank | Studio City | CA | 09/2020 | 08/2021 |
| Wells Fargo | Sherman Oaks | CA | 10/2015 | 09/2020 |
| Unemployed | Sherman Oaks | CA | 11/2023 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Encino | CA | 07/2024 | Present |
| Merrill / Bank Of America | Encino | CA | 07/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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