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555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-07 |
Branch Locations
555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank N.A. | Marina Del Rey | CA | 12/2023 | 06/2024 |
| City National Bank | Los Angeles | CA | 04/2022 | 11/2023 |
| Citibank Na | Santa Monica | CA | 09/2018 | 10/2019 |
| City National Bank | Los Angeles | CA | 10/2019 | 04/2022 |
| Arnaud- Bloom Cafe | Los Angeles | CA | 06/2016 | 06/2017 |
| Citibank Na | Marina Del Rey | CA | 06/2017 | 09/2018 |
| D.A. Davidson & Co | Encino | CA | 07/2024 | 07/2025 |
| City National Securities, Inc. | Los Angeles | CA | 08/2025 | Present |
Entity Name: Rental Property Investment related: No "Address: 2429 N Inyo St Bakersfield CA 93309" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/14/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property- sole owner Entity Name: Rental Property Investment related: No "Address: 510 Real RD 26 Bakersfield CA 93309" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/30/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property- sole owner Entity Name: Rental Property Investment related: No "Address: 701 McClean Avenue Bakersfield CA 93307" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/30/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property- sole owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-05 |
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