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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-29 |
| TX | RA | APPROVED | 2022-08-01 |
Branch Locations
3495 El Camino Real, Santa Clara, CA 95051 • United States
598 E El Camino Real, Sunnyvale, CA 94087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fundata Inc. | North York | 05/2016 | 09/2016 | |
| University Of Toronto | Toronto | 09/2016 | 03/2017 | |
| University Of Toronto | Toronto | 09/2013 | 05/2017 | |
| Scotiabank | Mississauga | 06/2017 | 06/2018 | |
| Unemployed | Jersey City | NJ | 06/2018 | 06/2018 |
| Unemployed | Plano | TX | 07/2018 | 10/2018 |
| Jpmorgan Chase Bank N.A. | Plano | TX | 11/2018 | 11/2020 |
| J. P. Morgan Securities Llc | Plano | TX | 11/2018 | 05/2022 |
| Jpmorgan Chase Bank N.A | Plano | TX | 12/2020 | 05/2022 |
| Jpmorgan Chase Bank N.A | Mckinney | TX | 06/2022 | Present |
| J.P Morgan Securities Llc | Mckinney | TX | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-22 |
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