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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-06-26 |
| CA | RA | APPROVED | 2018-03-26 |
| TX | RA | APPROVED | 2018-03-23 |
Branch Locations
345 California Street, San Francisco, CA 94104-2642 • United States
Bozeman, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2010 | 02/2018 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2008 | 02/2018 |
| Rbc Capital Markets, Llc. | San Francisco | CA | 03/2018 | Present |
| City National Bank | San Francisco | CA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-18 |
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