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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
4741 Madison Ave, Floor 02, Sacramento, CA 95841 • United States
2275 El Camino Real, Palo Alto, CA 94306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Palo Alto | CA | 06/2021 | Present |
| Bank Of America | Menlo Park | CA | 02/2017 | 06/2021 |
| Unemployed | Mountain View | CA | 09/2016 | 01/2017 |
| J.P. Morgan Securities Llc | Palo Alto | CA | 07/2025 | Present |
| J.P. Morgan Securities Llc | Portola Valley | CA | 06/2021 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-15 |
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