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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-28 |
| TX | RA | APPROVED | 2023-11-28 |
Branch Locations
4660 La Jolla Drive, Suite 200, San Diego, CA 92122 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Wealth Management | San Diego | CA | 07/2021 | 03/2022 |
| Wells Fargo Private Bank | San Diego | CA | 06/2011 | 07/2021 |
| First Republic Investment Management, Inc. | San Diego | CA | 03/2022 | 07/2023 |
| J.P. Morgan Securities Llc | La Jolla | CA | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | La Jolla | CA | 07/2023 | Present |
| J.P Morgan Private Wealth Advisors | La Jolla | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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