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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | San Diego | CA | 03/2015 | 11/2017 |
| Wells Fargo | San Diego | CA | 10/2012 | 11/2017 |
| Mufg Union Bank | San Diego | CA | 11/2017 | 03/2020 |
| Unionbanc Investment Services | San Diego | CA | 12/2017 | 03/2020 |
| First Republic Bank | San Diego | CA | 03/2020 | 09/2021 |
| Jpmorgan Chase Bank, N.A. | Granite Bay | CA | 10/2021 | Present |
| J.P. Morgan Securities Llc | Granite Bay | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-12 |
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