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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-18 |
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
1 Front Street, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Walnut Creek | CA | 05/2012 | 07/2023 |
| J.P. Morgan Private Wealth Advisors Llc | Walnut Creek | CA | 05/2012 | 12/2023 |
| J.P. Morgan Securities Llc | Walnut Creek | CA | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Walnut Creek | CA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-01 |
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