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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-07 |
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
Branch Locations
3655 Nobel Drive Suite 140, San Diego, CA 92122 • United States
La Jolla, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | San Diego | CA | 09/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | San Diego | CA | 09/2023 | Present |
| Jpmorgan Securities, Llc | Larchmont | NY | 04/2016 | 08/2023 |
| Jpmorgan Chase Bank, Na | Larchmont | NY | 04/2016 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-17 |
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