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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-16 |
| PA | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED | 2026-01-16 |
| VA | RA | APPROVED | 2026-01-16 |
Branch Locations
685 3Rd Avenue Floor 30, New York, NY 10017 • United States
8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2026 | Present |
| Range Finance | New York | NY | 01/2026 | 07/2026 |
| Iconiq Capital | New York | NY | 11/2024 | 12/2025 |
| Adero Partners Llc | Pleasanton | CA | 09/2023 | 10/2024 |
| Unemployed | San Francisco | CA | 08/2023 | 08/2023 |
| Bernstein Wealth Mngmt/Sanford Bernstein | San Francisco | CA | 08/2020 | 07/2023 |
| Unemployed | Danville | CA | 06/2020 | 07/2020 |
| University Of Southern California | Los Angeles | CA | 08/2016 | 05/2020 |
| Dimensional Fund Advisors | Santa Monica | CA | 06/2019 | 08/2019 |
| Smartgroup Corp | Sydney | 06/2018 | 07/2018 | |
| Leadgenius | Berkeley | CA | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-13 |
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