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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-16 |
| OH | RA | APPROVED | 2022-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2018 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2018 | 07/2019 |
| Sterling Bank & Trust | San Francisco | CA | 03/2017 | 07/2018 |
| Unemployed | San Francisco | CA | 11/2016 | 02/2017 |
| Huafa Industrial Co., Ltd Zhuhai | Guangzhou | 09/2014 | 10/2016 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Loveland | OH | 01/2020 | Present |
| Unemployed | Cincinnati | OH | 07/2019 | 01/2020 |
| Bank Of America, N.A. | Loveland | OH | 12/2021 | Present |
I*1280275 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 5/8/2023 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-26 |
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