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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-27 |
| TX | RA | APPROVED | 2022-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securites Llc | Placentia | CA | 01/2015 | 11/2021 |
| Jpmorgan Chase Bank | Placentia | CA | 04/2013 | 11/2021 |
| Wells Fargo Bank, Na | Anaheim | CA | 11/2021 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Anaheim | CA | 11/2021 | 07/2022 |
| Morgan Stanley | Brea | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-12 |
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