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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-06 |
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
1888 Century Park E, Floor 5, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc. | Los Angeles | CA | 07/2017 | Present |
| Jp Morgan Chase & Co. | New York | NY | 07/2015 | Present |
| Bridge, Llc | Washington | DC | 05/2014 | 05/2017 |
Entity Name: Westland School Investment related: Yes "Address: 16200 Mulholland Dr, Los Angeles, CA 90049,https://westlandschool.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/06/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have just been appointed to the Board of Trustees to be on the Finance and Investment committees, given my line of work. The school used to keep all of their investments at First Republic, but now that it has merged, they will be underneath the JPMorgan umbrella in some capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-04 |
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