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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-20 |
Branch Locations
26220 Iris Ave., Moreno Valley, CA 92555 • United States
1693 2Nd St, Beaumont, CA 92223 • United States
27060 Fir Ave, Moreno Valley, CA 92555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Moreno Valley | CA | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Moreno Valley | CA | 05/2026 | Present |
| Inland United Soccer Club | Moreno Valley | CA | 04/2025 | Present |
| Merrill Lynch/Bank Of America Corporation | Moreno Valley | CA | 07/2024 | 05/2026 |
| Northwestern Mutual | Ontario | CA | 05/2023 | 07/2024 |
| Panadent Corporation | Colton | CA | 11/2022 | 04/2023 |
| Php Agency Inc | Corona | CA | 01/2023 | 01/2023 |
| Noble Auto Insurance Agency | Moreno Valley | CA | 01/2022 | 11/2022 |
| Aaa-The Auto Club Group | Costa Mesa | CA | 07/2018 | 01/2022 |
| Same Day Insurance Agency | La Mirada | CA | 01/2018 | 07/2018 |
| Just Auto Insurance | Ontario | CA | 10/2014 | 12/2017 |
Entity Name: Inland United Soccer Club Investment related: No "Address: 16841 Via Pamplona, Moreno Valley CA, 92551 https://www.leaguelineup.com/welcome.asp?url=iusoccerleague" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 04/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Youth Soccer Club Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-15 |
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