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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-26 |
Branch Locations
20573 Stevens Creek Blvd., Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Cupertino | CA | 08/2026 | Present |
| J.P. Morgan Securities Llc | Cupertino | CA | 08/2026 | Present |
| Bank Of Amierca/Merrill Lynch | San Jose | CA | 03/2026 | 08/2026 |
| Jpmorgan Chase Bank, N.A. | San Jose | CA | 10/2023 | 02/2026 |
| J.P. Morgan Securities Llc | San Jose | CA | 10/2023 | 02/2026 |
| Unemployed | Santa Clara | CA | 08/2023 | 10/2023 |
| Futu Inc/Moomoo Financial Inc | Palo Alto | CA | 03/2021 | 07/2023 |
| Unemployed | Morgan Hill | CA | 11/2020 | 03/2021 |
| Standard Chartered/Hong Kong Bank | Hong Kong | 01/2019 | 10/2020 | |
| Chung Luen Properties | Hong Kong | 11/2017 | 01/2019 | |
| Unemployed | Hong Kong | 08/2017 | 10/2017 | |
| Traveljigsaw/Rental Cars | Manchester | 09/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-13 |
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