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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-05 |
| TX | RA | APPROVED_RES | 2026-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2026 | Present |
| Wells Fargo | Greenbrae | CA | 05/2018 | 05/2026 |
| Jp Morgan Chase Bank N.A. | Mill Valley | CA | 01/2018 | 05/2018 |
| Jp Morgan Securities, Llc | Mill Valley | CA | 01/2018 | 05/2018 |
| Bank Of The West | San Francisco | CA | 06/2017 | 01/2018 |
| Wells Fargo Bank | Mill Valley | CA | 05/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-27 |
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