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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-23 |
| TX | RA | APPROVED_RES | 2023-10-02 |
| CA | RA | APPROVED | 2022-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Brea | CA | 05/2016 | 07/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2016 | 07/2018 |
| Unemployed | Rowland Heights | CA | 08/2018 | 11/2019 |
| New York Life Insurance Co | San Dimas | CA | 12/2019 | 03/2020 |
| Nylife Securities, Llc | San Dimas | CA | 12/2019 | 03/2020 |
| Eagle Strategies Llc | San Dimas | CA | 02/2020 | 03/2020 |
| J.P. Morgan Securities Llc | Diamond Bar | CA | 03/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Diamond Bar | CA | 03/2022 | Present |
| Unemployed | Rowland Heights | CA | 04/2020 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-06 |
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