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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| CA | RA | APPROVED | 2019-07-18 |
Branch Locations
7830 Edinger Avenue, Huntington Beach, CA 92647 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 05/2014 | 07/2019 |
| Jp Morgan Securities, Llc | Huntington Beach | CA | 07/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Huntington Beach | CA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
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