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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-22 |
| TX | RA | APPROVED | 2023-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Palo Alto | CA | 11/2019 | 11/2023 |
| Unemployed | Foster City | CA | 12/2018 | 10/2019 |
| Newdo Venture Llc. | San Mateo | CA | 05/2018 | 11/2018 |
| Unemployed | San Francisco | CA | 07/2017 | 01/2018 |
| Management Consulting Group (Assignment At Blackrock, Inc) | San Francisco | CA | 10/2016 | 06/2017 |
| Unemployed | San Jose | CA | 12/2015 | 09/2016 |
| Jpmorgan Chase Bank, N.A. | Redwood City | CA | 11/2023 | Present |
| J.P. Morgan Securities Llc | Redwood City | CA | 11/2023 | Present |
| Newdo Venture Llc. | San Mateo | CA | 02/2018 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-19 |
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