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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Santa Barbara | CA | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Santa Barbara | CA | 06/2026 | Present |
| Unemployed | Santa Monica | CA | 09/2024 | 05/2026 |
| Windward Capital/S.L. Reed & Co | Los Angeles | CA | 01/2022 | 08/2024 |
| Morgan Stanley | Beverly Hills | CA | 11/2019 | 12/2021 |
| Windward Capital/S.L. Reed & Co | Los Angeles | CA | 06/2017 | 10/2019 |
| Mufg Union Bank | Beverly Hills | CA | 04/2013 | 06/2017 |
| The Kerber Family Llc | Santa Barbara | CA | 07/2026 | Present |
Entity Name: The Kerber Family LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC created to hold title for rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-10 |
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