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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-25 |
Branch Locations
438 East El Camino Real, Sunnyvale, CA 94087-1938 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Sunnyvale | CA | 12/2018 | 12/2021 |
| Jp Morgan Securities Llc | Sunnyvale | CA | 09/2019 | 12/2021 |
| Jpmorgan Chase Bank Na | Los Altos | CA | 10/2016 | 01/2018 |
| In-N-Out Burger | Sunnyvale | CA | 12/2014 | 05/2023 |
| Jpmorgan Chase Bank Na | Palo Alto | CA | 01/2018 | 12/2018 |
| Charles Schwab & Co., Inc. | Sunnyvale | CA | 12/2021 | Present |
| Charles Schwab Bank, Ssb | Sunnyvale | CA | 12/2021 | Present |
ACTIVITY TYPE: 3- SECOND JOB NAME OF ENTITY: AMWAY POSITION: INDEPENDENT SALES REPRESENTATIVE / CONSULTANT START DATE: 7/4/2016 ADDRESS: 7575 Ada, MI DETAILS: WWW.AMWAY.COM. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS DURING TRADING: NONE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-03 |
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