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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-20 |
| CA | RA | APPROVED | 2022-03-14 |
Branch Locations
925 Avenida Pico, San Clemente, CA 92673 • United States
30605 Gateway Pl, Rancho Mission Viejo, CA 92694 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Amereica | Santa Fe Springs | CA | 09/2016 | 02/2018 |
| Cal State Long Beach | Long Beach | CA | 08/2015 | 12/2017 |
| Axa-Advisors, Llc | New York | NY | 04/2018 | 08/2019 |
| Axa Advisors Llc | Los Angeles | CA | 11/2017 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | San Clemente | CA | 10/2019 | Present |
| J.P. Morgan Securities Llc | San Clemente | CA | 10/2019 | Present |
| Unemployed | Downey | CA | 09/2019 | 09/2019 |
Entity Name: Turo Car Rental Investment related: No Address: https://turo.com/ Nature of the other business: Vehicle Rental Position/Title/Relationship: Employee/Contractor Start Date: 06/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Using the Turo platform to list personal cars to rent out as a business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-30 |
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