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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-03 |
| TX | RA | APPROVED | 2020-03-03 |
Branch Locations
1200 El Camino Real, San Bruno, CA 94066 • United States
10 South El Camino Real, Millbrae, CA 94030 • United States
2800 Junipero Serra Blvd., Daly City, CA 94015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Oakland | CA | 06/2016 | 02/2020 |
| Charles Schwab Bank | Oakland | CA | 06/2016 | 02/2020 |
| Jp Morgan Securities, Llc | Millbrae | CA | 02/2020 | Present |
| Jp Morgan Chase Bank, N.A. | Millbrae | CA | 02/2020 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 3/3/2020 ADDRESS: 437 VALLEJO CA. DETAILS: Rental Property INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-28 |
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