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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palo Alto | CA | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Palo Alto | CA | 05/2026 | Present |
| Lpl | San Francisco | CA | 03/2025 | 05/2026 |
| Bmo Bank | San Francisco | CA | 02/2025 | 05/2026 |
| Citibank/Citigroup | San Francisco | CA | 01/2017 | 02/2025 |
| San Francisco State University | San Francisco | CA | 08/2015 | 05/2018 |
| Tech Credit Union | San Jose | CA | 07/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-20 |
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