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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 09/2019 | 04/2023 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 03/2018 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 05/2024 | 06/2025 |
| San Diego Dining Group | San Diego | CA | 05/2023 | 05/2024 |
| La Mesa Farmers Inc | San Diego | CA | 01/2023 | 12/2023 |
| Jpmorgan Chase Bank, N.A. | La Jolla | CA | 06/2025 | Present |
| J.P. Morgan Securities Llc | La Jolla | CA | 06/2025 | Present |
| Unemployed | San Diego | CA | 09/2016 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-23 |
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