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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-19 |
| TX | RA | APPROVED | 2026-03-19 |
Branch Locations
730 Ocean Street, Santa Cruz, CA 95060 • United States
7851 Soquel Drive, Aptos, CA 95003-3981 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Aptos | CA | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Aptos | CA | 03/2026 | Present |
| Bank Of America | Los Gatos | CA | 10/2022 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Gatos | CA | 10/2022 | 03/2026 |
| Silicon Valley Notary Services | Mountain View | CA | 02/2021 | 10/2022 |
| Svb Private | San Jose | CA | 04/2022 | 09/2022 |
| Gtt Llc | San Jose | CA | 04/2022 | 09/2022 |
| Romeo Margot-Picquendar | Mountain View | CA | 02/2021 | 09/2022 |
| Nylife | San Jose | CA | 05/2021 | 07/2021 |
| Us Bank | Los Altos | CA | 06/2017 | 02/2021 |
| Uber/Lift | Sunnyvale | CA | 02/2017 | 06/2017 |
| Bank Of The West | Mountain View | CA | 06/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
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