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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-19 |
| TX | RA | APPROVED | 2025-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Carlsbad | CA | 08/2022 | 01/2023 |
| Forum Nexxus | Rome | 06/2022 | 07/2022 | |
| C3 Bank | Encinitas | CA | 10/2021 | 06/2022 |
| Fidelity Investments | San Diego | CA | 02/2023 | 03/2025 |
| Lee & Associates Commercial Real Estate | Carlsbad | CA | 06/2019 | 08/2019 |
| Office Depot | Encinitas | CA | 07/2016 | 10/2016 |
| J.P. Morgan Securities Llc | Vista | CA | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Vista | CA | 03/2025 | Present |
| Unemployed | Carlsbad | CA | 11/2016 | 05/2019 |
| Unemployed | Carlsbad | CA | 09/2019 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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