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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-18 |
Branch Locations
2866 W. March Lane, Ste. A, Stockton, CA 95219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Sacramento | CA | 04/2014 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 09/2016 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Elk Grove | CA | 07/2021 | 05/2023 |
| J.P. Morgan Securities Llc | Elk Grove | CA | 07/2021 | 05/2023 |
| Unemployed | Stockton | CA | 06/2021 | 06/2021 |
| Rental Property | Stockton | CA | 06/2018 | Present |
| Rental Property 2 | Stockton | CA | 06/2019 | Present |
| Rental Property 3 | Stockton | CA | 02/2020 | Present |
| Jp Morgan Chase Bank, N.A. | Stockton | CA | 06/2023 | Present |
| J.P. Morgan Securities Llc | Stockton | CA | 06/2023 | Present |
Entity Name: Rental Property Investment related: No Address: 1832 La Jolla Drive, Stockton, CA, 95204 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/17/2018 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Own & Manage a rental property. Entity Name: Rental Property 2 Investment related: No Address: 2547 E Tilden Park St, Stockton, CA, 95206 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/01/2019 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Own & Manage a rental property. Entity Name: Rental Property 3 Investment related: No Address: 1640 Old Bridge Way, Stockton, CA, 95204 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/02/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Renting room in primary residence. RENTAL PROPERTY; INVESTMENT RELATED; STOCKTON,CA; 100% OWNERSHIP; START DATE 06/17/2018; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-16 |
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