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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| CA | RA | APPROVED | 2025-02-03 |
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 | 02/2019 | 11/2024 |
| Bank Of America | San Francisco | CA | 02/2018 | 02/2019 |
| Farmers Insurance | San Francisco | CA | 10/2017 | 02/2018 |
| State Farm Insurance | San Jose | CA | 09/2016 | 10/2017 |
| Ucsf | San Francisco | CA | 06/2005 | 09/2016 |
| Giant Realty Inc | Cupertino | CA | 05/2017 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 02/2019 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 11/2024 | Present |
| State Farm Insurance | San Francisco | CA | 09/2016 | 03/2017 |
| State Farm Insurance | San Jose | CA | 03/2017 | 09/2017 |
| Bank Of America, N.A. | San Francisco | CA | 01/2025 | Present |
I*2109297, Entity Type, Name of OBA: Rental Property 1 Address: San Francisco California 94116 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 06/26/2023 No Hours:0.15 Monthly No Hours during trading: 0 Monthly Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-22 |
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