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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-12 |
| CA | RA | APPROVED | 2022-05-20 |
Branch Locations
1753 Trancas St, Napa , CA 94558 • United States
1753 Trancas St., Napa, CA 94558 • United States
1701 Grant Ave, Novato, CA 94945 • United States
2300 Sonoma Ave, Santa Rosa, CA 95405 • United States
1107 Vine St, Healdsburg, CA 95448 • United States
103 S. Cloverdale Blvd., Cloverdale, CA 95425 • United States
401 Kenilworth Dr, Ste 440, Petaluma, CA 94952 • United States
304 Main St, Woodland, CA 95695 • United States
1399 Railroad Ave, Saint Helena, CA 94574 • United States
1299 4Th St, Ste 100, San Rafael, CA 94901 • United States
300 Las Gallinas Ave, San Rafael, CA 94903 • United States
699 Trancas Street, Napa, CA 94558 • United States
835 Fourth Street, 2Nd Floor, Santa Rosa, CA 95404 • United States
201 Rohnert Park Expressway, Rohnert Park, CA 94928 • United States
501 Broadway, Sonoma, CA 95476 • United States
9084 Brooks Rd, Windsor, CA 95492 • United States
780 Seventh Street, Arcata, CA 95521 • United States
630 E Blithedale Ave, Mill Valley, CA 94941 • United States
1301 Guerneville Road, Santa Rosa, CA 95403 • United States
437 Corte Madera Town Center, Corte Madera, CA 94925 • United States
337 F Street, Eureka, CA 95501 • United States
234 S. Main Street #1, Willits, CA 95490 • United States
402 Ignacio Blvd, Novato, CA 94949 • United States
555 N. Main Street, Lakeport, CA 95453 • United States
2245 Mendocino Avenue, Santa Rosa, CA 95403 • United States
760 Stony Point Rd., Ste. C-100, Santa Rosa, CA 95407 • United States
330 "E" St., Davis, CA 95616 • United States
120 E. Alder Street, Fort Bragg, CA 95437 • United States
101 Western Ave, Petaluma, CA 94952 • United States
700 S. State Street, Ukiah, CA 95482 • United States
803 Third Street, Crescent City, CA 95531 • United States
1535 Tiburon Blvd, Tiburon, CA 94920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services, Inc. | Napa | CA | 05/2012 | 05/2022 |
| Bank Of The West | Napa | CA | 05/2012 | 05/2022 |
| J.P. Morgan Securities Llc | Walnut Creek | CA | 05/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Walnut Creek | CA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-26 |
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