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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-27 |
| TX | RA | APPROVED_RES | 2023-11-27 |
Branch Locations
1656 N. California Blvd, Floor 3, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2020 | 06/2020 |
| Millennium Partners | New York | NY | 10/2017 | 12/2019 |
| Drescher Capital | San Francisco | CA | 08/2015 | 10/2017 |
| Citi Private Bank | San Francisco | CA | 06/2020 | 11/2023 |
| Jpmorgan Chase Bank, Na | San Francisco | CA | 11/2023 | Present |
| Jpmorgan Securities Llc | San Francisco | CA | 11/2023 | Present |
| Unemployed | Moraga | CA | 01/2020 | 02/2020 |
| Uc Regents (Uc Berkeley Haas Business School) | Berkeley | CA | 01/2024 | Present |
Entity Name: UC Regents (UC Berkeley Haas Business School) Investment related: No "Address: 2220 Piedmont Ave, Berkeley, CA 94720https://haas.berkeley.edu/" Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 01/18/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Education. Lecturer, teaching a 3 unit spring MBA course. No connection to JP Morgan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-07 |
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