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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-21 |
| TX | RA | APPROVED | 2024-08-21 |
Branch Locations
1040 Grant Ave, San Francisco, CA 94133 • United States
1318 Stockton St, San Francisco, CA 94133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | San Francisco | CA | 08/2006 | 03/2018 |
| Wells Fargo Bank Na | Oakland | CA | 03/2018 | 05/2022 |
| Citigroup | San Francisco | CA | 05/2022 | 10/2022 |
| Bank Of America/Merrill Lynch | Concord | CA | 12/2022 | 07/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 08/2024 | Present |
| Unemployed | Concord | CA | 11/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-11 |
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