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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-19 |
| TX | RA | APPROVED | 2025-03-19 |
Branch Locations
661 San Ramon Valley Blvd, Danville, CA 94526 • United States
3104-A Crow Canyon Place, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pleasanton | CA | 10/2018 | 03/2019 |
| Unemployed | San Ramon | CA | 03/2015 | 10/2018 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 03/2022 | 03/2025 |
| Wells Fargo Bank Na/Wells Fargo Advisor | San Francisco | CA | 03/2022 | 03/2025 |
| J.P. Morgan Securities Llc | Dublin | CA | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Dublin | CA | 03/2025 | Present |
| Morgan Stanley | Pleasanton | CA | 03/2019 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-07 |
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