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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-31 |
| TX | RA | APPROVED | 2022-10-31 |
Branch Locations
1 Front Street, San Francisco, CA 94111 • United States
560 Mission Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Menlo Park | CA | 02/2016 | 07/2019 |
| Charles Schwab Bank | Menlo Park | CA | 05/2017 | 07/2019 |
| Morgan Stanley | San Francisco | CA | 08/2019 | 12/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 12/2019 |
| Rincon Hill Investment Group Llc | San Francisco | CA | 01/2020 | 03/2021 |
| Fidelity Investments | Palo Alto | CA | 03/2021 | 10/2022 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2022 | Present |
Effective 10/19/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-01 |
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