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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2025-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Irvine | CA | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 09/2025 | Present |
| Bank Of America Merrill Lynch | Irvine | CA | 03/2019 | 09/2025 |
| Unemployed | Irvine | CA | 04/2018 | 02/2019 |
| China International Capital Corporation Cicc | Tianjin | 05/2017 | 03/2018 | |
| Shanghai Gfund Management Co, Ltd. | Tianjin | 06/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-03 |
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