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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-24 |
Branch Locations
25860 The Old Road, Stevenson Ranch, CA 91381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glendale | CA | 12/2017 | 06/2019 |
| Creative Circle - Green Dot Corporation | Pasadena | CA | 08/2017 | 12/2017 |
| Unemployed | Studio City | CA | 01/2017 | 07/2017 |
| Woodbridge Wealth | Sherman Oaks | CA | 09/2016 | 12/2016 |
| Bank Of America, N.A. | Glendale | CA | 12/2017 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | Valencia | CA | 07/2019 | Present |
| J.P. Morgan Securities, Llc | Valencia | CA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-19 |
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