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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-05 |
| CA | RA | APPROVED | 2023-08-31 |
Branch Locations
749 W El Camino Real, 1St Floor, Mountain View, CA 94040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Tustin | CA | 01/2016 | 11/2021 |
| J.P. Morgan Securities Llc | Tustin | CA | 01/2016 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Costa Mesa | CA | 11/2021 | 08/2023 |
| Wells Fargo Bank, Na | Costa Mesa | CA | 11/2021 | 08/2023 |
| J.P. Morgan Securities Llc | Mountain View | CA | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Mountain View | CA | 08/2023 | Present |
| Wells Fargo Clearing Services, Llc | Costa Mesa | CA | 01/2022 | 01/2022 |
the name of the other business; 107/109 Nancy Ct rental whether the business is investment-related; No the address of the other business; 107 and 109 Nancy Ct Mountain View CA 94041. the nature of the other business; Property rental your position; Co-Owner title, or relationship with the other business; Co-Owner the start date of your relationship; 03/01/1996 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; None, my co-owner manages the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-08 |
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