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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2025-12-01 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Los Altos | CA | 03/2018 | 05/2020 |
| Bank Of America | Mountain View | CA | 05/2017 | 01/2018 |
| Living Spaces | Milbrae | CA | 02/2017 | 07/2017 |
| Lincoln University | Oakland | CA | 10/2015 | 05/2017 |
| Unemployed | Mountain View | CA | 02/2018 | 02/2018 |
| J.P. Morgan Securities Llc | Los Altos | CA | 02/2019 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Mountain View | CA | 05/2020 | 07/2022 |
| Wells Fargo Bank, Na | Mountain View | CA | 05/2020 | 07/2022 |
| J.P. Morgan Securities Llc | Sunnyvale | CA | 07/2022 | 03/2023 |
| Jpmorgan Chase Bank, N.A. | Sunnyvale | CA | 07/2022 | 03/2023 |
| Fidelity Investments | Mountain View | CA | 04/2023 | 11/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Morgan Stanley | Menlo Park | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-09 |
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