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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-19 |
| TX | RA | APPROVED | 2024-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors Llc | Menlo Park | CA | 03/2010 | 04/2018 |
| First Republic Investment Management, Inc. | San Francisco | CA | 04/2018 | 04/2023 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 04/2023 | 06/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2024 | Present |
| Jpmorgan Chase Bank, Na. | San Francisco | CA | 07/2024 | Present |
Effective 7/8/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-29 |
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