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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Los Angeles | CA | 12/2023 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 07/2023 | 07/2024 |
| First Republic Bank | Los Angeles | CA | 08/2015 | 07/2023 |
| Morgan Stanley | Beverly Hills | CA | 08/2024 | Present |
*669125- Poshmark; Investment related: No; Redwood City, California; Retail/Online Stores; Independent Seller (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 5; Independent Seller
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
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