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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-17 |
| TX | RA | APPROVED | 2024-01-17 |
Branch Locations
1656 N California Blvd, Floor 02, Walnut Creek, CA 94596 • United States
1 Front Street, San Francisco, CA 94111 • United States
Danville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2007 | 11/2022 |
| Bank Of America, N.A. | San Francisco | CA | 09/2009 | 11/2022 |
| First Republic Securities Company, Llc | San Francisco | CA | 11/2022 | 09/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 11/2022 | 09/2023 |
| Jpmorgan Chase Bank, Na. | Walnut Creek | CA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Walnut Creek | CA | 10/2023 | Present |
1) NAME OF OUTSIDE BUSINESS ORGANIZATION: WOLFPACK BASKETBALL NORCAL YOUTH INVESTMENT RELATED: N ADDRESS OF BUSINESS: DANVILLE, CALIFORNIA 94526 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/20/2017 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: YOUTH BASKETBALL- TO PROMOTE GOOD SPORTSMANSHIP AND GOOD CITIZENSHIP; TO CONDUCT PROGRAMS THAT PROVIDE FOR, ENHANCE AND STRENGTHEN PARTICIPATION. MY ROLE WILL BE TO HELP WITH FINANCIAL OVERSIGHT, BUILD A BUDGET AND TRACK EXPENSES FOR THE CLUB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-16 |
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