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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
| CA | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Santa Clara | CA | 03/2017 | 06/2019 |
| Wells Fargo Clearing Services Llc | Santa Clara | CA | 05/2018 | 06/2019 |
| Unemployed | San Jose | CA | 01/2016 | 02/2017 |
| J.P. Morgan Securities, Llc | Palo Alto | CA | 06/2019 | Present |
| Jpmorgan Chase Bank, N.A. | Palo Alto | CA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-11 |
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