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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED | 2026-02-24 |
Branch Locations
5655 Geary Boulevard, San Francisco, CA 94121 • United States
926 Taraval Street, San Francisco, CA 94116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 02/2026 | Present |
| Bank Of America Merrill Lynch | Corte Madera | CA | 03/2024 | 02/2026 |
| Sonoma Demolition | Santa Rosa | CA | 01/2024 | 03/2024 |
| Unemployed | Santa Rosa | CA | 06/2023 | 12/2023 |
| Crosscheck Inc | Petaluma | CA | 02/2022 | 05/2023 |
| Unemployed | Santa Rosa | CA | 10/2021 | 01/2022 |
| Marquis Wealth Management | Thousand Oaks | CA | 08/2021 | 09/2021 |
| Unemployed | Chico | CA | 09/2020 | 07/2021 |
| Dining Services | Chico | CA | 10/2019 | 08/2020 |
| Unemployed | Chico | CA | 08/2019 | 09/2019 |
| Northwestern Mutual | San Francisco | CA | 05/2019 | 07/2019 |
| Unemployed | Chico | CA | 09/2018 | 04/2019 |
| Emily's Kitchen | Santa Rosa | CA | 11/2017 | 08/2018 |
| Unemployed | Santa Rosa | CA | 08/2017 | 10/2017 |
| Starbucks | Santa Rosa | CA | 06/2015 | 07/2017 |
NAME OF OTHER BUSINESS:Trust of Linda M Fry IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Santa Rosa,CA,95405,USA NATURE OF OTHER BUSINESS:Successor Trustee YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2025-05-14 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:No current duties, successor trustee in charge of distributing her estate. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-01 |
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