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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-03 |
Branch Locations
295 Radio Drive Suite D, Woodbury, MN 55125 • United States
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | San Francisco | CA | 02/2018 | 04/2021 |
| J.P. Morgan Securities Llc | Stillwater | MN | 07/2024 | 01/2026 |
| Jp Morgan Chase Bank (Wi) | Stillwater | MN | 07/2024 | 01/2026 |
| Homemaker | Woodbury | MN | 05/2021 | 06/2024 |
| Jp Morgan Chase Bank Na | Phoenix | AZ | 08/2008 | 02/2018 |
| Charles Schwab & Co., Inc. | Woodbury | MN | 01/2026 | Present |
| Charles Schwab Bank, Ssb | Woodbury | MN | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-12 |
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