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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| CA | RA | APPROVED | 2025-05-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 04/2016 | 10/2019 |
| Bank Of America, N.A. | San Jose | CA | 04/2016 | 10/2019 |
| Fidelity Brokerage Services | Dublin | CA | 10/2019 | 09/2020 |
| I.S. Kim's Martial Arts | Pleasant Hill | CA | 09/2020 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Benicia | CA | 10/2022 | 03/2025 |
| Bank Of America N.A. | Benicia | CA | 10/2022 | 03/2025 |
| J.P. Morgan Securities Llc | Dublin | CA | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Dublin | CA | 05/2025 | Present |
| Unemployed | Walnut Creek | CA | 04/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-02 |
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