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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-15 |
| CA | RA | APPROVED | 2023-02-22 |
Branch Locations
6465 Almaden Expy, San Jose, CA 95120 • United States
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • 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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Capitola | CA | 10/2012 | 03/2019 |
| Jp Morgan Chase Bank | Capitola | CA | 07/2016 | 03/2019 |
| Bancwest Investment Services, Inc. | Sunnyvale | CA | 03/2019 | 02/2023 |
| Bank Of The West | Sunnyvale | CA | 03/2019 | 02/2023 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
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