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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED | 2025-02-26 |
Branch Locations
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Fremont | CA | 04/2021 | 11/2022 |
| J.P. Morgan Securities Llc | Fremont | CA | 04/2021 | 11/2022 |
| U.S. Navy | San Jose | CA | 10/2015 | Present |
| Wells Fargo Bank, N.A. | San Francisco | CA | 10/2019 | 12/2020 |
| Us Bank, N.A. | Mountain View | CA | 09/2018 | 10/2019 |
| Hp Acounting Inc | San Francisco | CA | 08/2011 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Daly City | CA | 11/2022 | 02/2023 |
| Bank Of America, N.A. | Daly City | CA | 02/2023 | 02/2025 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 02/2025 | Present |
US NAVY; not investment-related; San Jose, CA; Federal Government office; Enlisted Second Class Petty Officer; start date 10/1/2015; 36 hours per month; 0 hours during trading; member of the military reserve forces and support reserve operations| Rental Property; Inv related; Houston, TX; 100% ownership; start date 08/30/2022; 1 hour per month; 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-14 |
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