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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2023-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Livermore | CA | 03/2021 | 05/2022 |
| Jp Morgan Securities Llc | Livermore | CA | 03/2021 | 05/2022 |
| Citigroup | San Lorenzo | CA | 10/2020 | 01/2021 |
| Burberry Ltd | Livermore | CA | 08/2019 | 09/2020 |
| United Air Lines, Inc | San Francisco | CA | 08/2002 | 04/2019 |
| Unemployed | Pleasanton | CA | 05/2019 | 07/2019 |
| Unemployed | Pleasanton | CA | 02/2021 | 02/2021 |
| Thrivent Financial | Minneapolis | MN | 05/2022 | 11/2022 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2022 | 11/2022 |
| Jpmorgan Chase Bank, N.A. | San Ramon | CA | 01/2023 | Present |
| J.P. Morgan Securities Llc | San Ramon | CA | 01/2023 | Present |
| Unemployed | Pleasanton | CA | 12/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-10 |
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