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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
2270 Otis Drive, Alameda, CA 94501 • United States
533 Wilver Willie Stargell Ave, Alameda, CA 94501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Alameda | CA | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Alameda | CA | 04/2026 | Present |
| Charles Schwab & Co | Oakland | CA | 07/2025 | 04/2026 |
| Wells Fargo Bank, N.A. | Emeryville | CA | 10/2015 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-30 |
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