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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED | 2024-10-22 |
Branch Locations
1 Front Street, San Francisco, CA 94111 • United States
1656 N California Blvd, Floor 02, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Leandro | CA | 07/2018 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | San Leandro | CA | 07/2018 | 08/2019 |
| Lending Club | San Francisco | CA | 05/2016 | 07/2018 |
| Jp Morgan Chase Bank, N.A. | San Leandro | CA | 08/2019 | 07/2022 |
| J.P. Morgan Securities Llc | Walnut Creek | CA | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Walnut Creek | CA | 07/2023 | Present |
| First Republic Bank | Walnut Creek | CA | 07/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-13 |
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