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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
437 Corte Madera Town Center, Corte Madera, CA 94925 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paradise Cay Financial Llc | San Francisco | CA | 11/2022 | 03/2023 |
| Allspring Global Investments Llc | San Francisco | CA | 11/2021 | 08/2022 |
| Equitable | New York | NY | 04/2024 | 04/2026 |
| Unemployed | San Rafael | CA | 03/2023 | 03/2024 |
| Wells Fargo | San Francisco | CA | 12/2001 | 10/2021 |
| Unemployed | San Rafael | CA | 09/2022 | 10/2022 |
| J.P. Morgan Securities Llc | Corte Madera | CA | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Corte Madera | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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