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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-12 |
| CA | RA | APPROVED | 2020-11-16 |
Branch Locations
8500 Wilshire Blvd., Beverly Hills, CA 90211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc. | Arcadia | CA | 10/2016 | 02/2018 |
| Hsbc Bank Usa, N.A. | Walnut | CA | 09/2016 | 10/2016 |
| Td Ameritrade, Inc. | San Gabriel | CA | 02/2018 | 08/2018 |
| Td Ameritrade Investment Management, Llc | San Gabriel | CA | 02/2018 | 08/2018 |
| Fidelity Brokerage Services Llc | Pasadena | CA | 08/2018 | 06/2020 |
| Steel Peak Wealth Management | Woodland Hills | CA | 07/2020 | 10/2020 |
| Fidelity Personal And Workplace Advisors | Pasadena | CA | 09/2018 | 06/2020 |
| Scottrade Investment Management | Arcadia | CA | 10/2016 | 02/2018 |
| Wells Fargo | Temple City | CA | 08/2016 | 09/2016 |
| J.P. Morgan Chase Bank, N.A. | Beverly Hills | CA | 11/2020 | Present |
| J.P. Morgan Securities, Llc | Beverly Hills | CA | 11/2020 | Present |
| Thrivent Investment Management Inc. | Pasadena | CA | 06/2020 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-16 |
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