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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| CA | RA | APPROVED | 2026-06-17 |
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 | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2026 | Present |
| Citigroup | San Francisco | CA | 08/2024 | 06/2026 |
| Georgia Institute Of Technology | Atlanta | GA | 01/2023 | 05/2025 |
| Citigroup | San Francisco | CA | 02/2020 | 03/2024 |
| Sterling Bank & Trust | Fremont | CA | 07/2017 | 02/2020 |
| Cba Aluminum Inc. | Oakland | CA | 01/2013 | 07/2017 |
Entity Name: IHSS (In-Home Supportive Service Program) Investment related: No "Address: Alameda County IHSS Public Authority 6955 Foothill Blvd., Suite 300 Oakland, CA 94605 Website: https://ac-pa4ihss.org" Nature of the other business: Assisted Living Position/Title/Relationship: Employee/Contractor Start Date: 07/15/2026 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: IHSS is a California state-funded program that provides in-home supportive services. I will provide non-medical care for my parents. This role is not similar to my position at JPMorganChase, has not connection or conflict of interest with JPMorganChase, and will be performed outside of my regular working hours. Entity Name: Personal eBay Seller Account Investment related: No Address: www.ebay.com Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 07/18/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a private individual selling personal items (mainly footwear and phone cases) on eBay to manage my personal collection. This is an occasional personal activity, not a business venture. I have no employees, no office, and no professional clients. This role is not similar to my position at JPMorganChase, has no connection or conflict of interest with JPMorganChase, and will be performed outside of my regular working hours and without the use of any firm resources.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-17 |
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