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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-12 |
| CA | RA | APPROVED | 2021-09-07 |
Branch Locations
401 San Antonio Rd, Mountain View, CA 94040 • United States
1000 Miller Ave, San Jose, CA 95129 • United States
1234 W. El Camino Real, Sunnyvale, CA 94087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cupertino | CA | 06/2018 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | Cupertino | CA | 06/2018 | 11/2020 |
| Unemployed | Cupertino | CA | 04/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 10/2020 | 08/2021 |
| Bank Of America, N.A. | San Jose | CA | 11/2020 | 08/2021 |
| J.P. Morgan Securities Llc | San Jose | CA | 08/2021 | Present |
| Jp Morgan Chase Bank, N.A. | San Jose | CA | 08/2021 | Present |
| Hacc.AI System Solution Llc | San Jose | CA | 02/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-16 |
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