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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-17 |
| CA | RA | APPROVED | 2021-03-17 |
Branch Locations
1656 N. California Blvd, Floor 3, Walnut Creek, CA 94596 • United States
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 Francisco | CA | 06/2004 | 03/2021 |
| Bank Of America, Na | San Francisco | CA | 06/2004 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Walnut Creek | CA | 03/2021 | Present |
| J.P. Morgan Securities Llc | Walnut Creek | CA | 03/2021 | Present |
Entity Name: Cancer Support Community Investment related: No "Address: cancersupport.net 3276 McNutt Avenue Walnut Creek, CA 94597" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/26/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment Committee, Community Impact Board Chair, no connection to JPMC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
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