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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-17 |
| CA | RA | APPROVED | 2021-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Francisco | CA | 02/2014 | 11/2020 |
| Charles Schwab Bank, Ssb | San Francisco | CA | 02/2014 | 11/2020 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2021 | Present |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 09/2021 | Present |
| Unemployed | San Francisco | CA | 12/2020 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-29 |
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