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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| CA | RA | APPROVED | 2023-08-23 |
Branch Locations
545 N Euclid St, Anaheim, CA 92801 • United States
3334 Yorba Linda Blvd, Fullerton, CA 92831 • United States
101 S. Harbor Blvd., Anaheim, CA 92805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westminster | CA | 03/2016 | 12/2016 |
| Jp Morgan Chase Bank, N.A. | Westminster | CA | 01/2017 | 08/2021 |
| Jp Morgan Chase Bank, N.A. | Westminster | CA | 09/2021 | 08/2023 |
| Jp Morgan Securities Llc | Westminster | CA | 01/2017 | 08/2023 |
| J.P. Morgan Securities Llc | Diamond Bar | CA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Diamond Bar | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-10 |
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