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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED_RES | 2024-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 11/2021 |
| Mufg Union Bank | Monterey | CA | 09/2017 | 11/2018 |
| Hyatt Residence Club/Ilg, Llc | Carmel | CA | 06/2017 | 09/2017 |
| Bank Of America | Seaside | CA | 12/2014 | 05/2017 |
| Raiser, Llc - Uber | Marina | CA | 10/2016 | 12/2016 |
| Citigroup | Fresno | CA | 11/2021 | 03/2024 |
| J.P. Morgan Securities Llc | Visalia | CA | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Visalia | CA | 04/2024 | Present |
| Citigroup Global Markets Inc. | Fresno | CA | 11/2021 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-02 |
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