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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-20 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldwell Banker | Irvine | CA | 06/2017 | 08/2017 |
| Georgetown University | Washington | DC | 08/2014 | 05/2018 |
| Morgan Stanley | Palo Alto | CA | 11/2018 | 06/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2019 | 06/2022 |
| J.P. Morgan Securities Llc | Dallas | TX | 06/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 06/2023 | Present |
| Texas Capital Bank | Dallas | TX | 07/2022 | 06/2023 |
| Georgetown University | Washington | DC | 09/2017 | 05/2018 |
| Unemployed | Palo Alto | CA | 06/2018 | 10/2018 |
Effective 06/27/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-25 |
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