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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-02-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Securities Llc | Reno | NV | 10/2019 | 05/2022 |
| J.P. Morgan Chase Bank, N.A. | Reno | NV | 10/2019 | 09/2020 |
| Western Skies Golf Club | Gilbert | AZ | 03/2017 | 09/2017 |
| Western Tool & Supply Co | Carson City | NV | 05/2016 | 12/2016 |
| Wells Fargo Na | San Francisco | CA | 03/2018 | 09/2019 |
| Unemployed | Orlando | FL | 12/2017 | 02/2018 |
| Unemployed | Jacksonville Beach | FL | 09/2017 | 12/2017 |
| Unemployed | Washoe Valley | NV | 01/2017 | 02/2017 |
| Morning Fresh Dairy | Loveland | CO | 02/2017 | 03/2017 |
| Fidelity Investments | Reno | FL | 06/2023 | 01/2025 |
| Unemployed | Washoe Valley | NV | 05/2022 | 06/2023 |
| Charles Schwab & Co, Inc | Reno | NV | 01/2025 | Present |
| Charles Schwab Bank, Ssb | Reno | NV | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-02 |
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