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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-12 |
| CA | RA | APPROVED | 2025-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Mill Valley | CA | 06/2006 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Mill Valley | CA | 09/2018 | 10/2025 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2025 | Present |
| Lift | San Francisco | CA | 12/2024 | 06/2025 |
| Uber | San Francisco | CA | 12/2024 | 06/2025 |
the name of the other business; Rental property whether the business is investment-related; No the address of the other business; American canyon CA 94957 the nature of the other business; Rental property your position; owner title, or relationship with the other business; Owner the start date of your relationship; 03/01/2025 the approximate number of hours/month you devote to the other business; none the number of hours you devote to the other business during securities trading hours; none and briefly describe your duties relating to the other business; none, managed by property company the name of the other business; Rental property whether the business is investment-related; No the address of the other business; Novato CA 94947 the nature of the other business; Rental property your position; owner title, or relationship with the other business; Owner the start date of your relationship; 02/01/2023 the approximate number of hours/month you devote to the other business; none the number of hours you devote to the other business during securities trading hours; none and briefly describe your duties relating to the other business; none, managed by property company the name of the other business; Rental property whether the business is investment-related; No the address of the other business; Vallejo CA 94590 the nature of the other business; Rental property your position; owner title, or relationship with the other business; Owner the start date of your relationship; 02/01/2024 the approximate number of hours/month you devote to the other business; none the number of hours you devote to the other business during securities trading hours; none and briefly describe your duties relating to the other business; none, managed by property company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-27 |
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