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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Relief Advocates | Irvine | CA | 01/2022 | 11/2022 |
| Solar Optimum | Glendale | CA | 07/2021 | 01/2022 |
| Momentum Solar-Pro Custom Solar | Orange | CA | 02/2021 | 07/2021 |
| Vivint Solar | Santa Fe Springs | CA | 02/2019 | 02/2021 |
| Bobs Discount Furniture | Long Beach | CA | 03/2018 | 02/2019 |
| Roth Staffing Companies Lp | Orange | CA | 03/2017 | 10/2017 |
| Unemployed | Lakewood | CA | 06/2014 | 02/2017 |
| Unemployed | Lakewood | CA | 11/2017 | 02/2018 |
| Unemployed | Lakewood | CA | 12/2022 | 02/2023 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-16 |
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