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2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-12 |
Branch Locations
2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Los Angelees | CA | 08/2017 | 07/2025 |
| Curated Wealth Partners, Llc | El Segundo | CA | 08/2025 | Present |
| Butler University | Indianapolis | IN | 08/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-03 |
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