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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmc Bank Na (Southwest) | Irvine | CA | 08/2021 | Present |
| J.P. Morgan Securities Llc | Irvine | CA | 08/2021 | Present |
| Bank Of America | Irvine | CA | 10/2020 | 07/2021 |
| East West Bank | Irvine | CA | 06/2019 | 10/2020 |
| Jupai Holding | Irvine | CA | 10/2017 | 06/2019 |
| Aucher World | Irvine | CA | 06/2018 | 06/2019 |
| Unemployed | Shanghai | 08/2016 | 08/2017 | |
| Unemployed | Irvine | CA | 08/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-05 |
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