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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-27 |
| TX | RA | APPROVED_RES | 2024-06-27 |
Branch Locations
437 Corte Madera Town Center, Corte Madera, CA 94925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susquehanna Financial Group, Lllp | San Francisco | CA | 01/2013 | 07/2018 |
| Oppenheimer & Co. Inc. | San Francisco | CA | 09/2018 | 04/2019 |
| 280 Securities Llc | San Francisco | CA | 05/2019 | 10/2019 |
| The New Wheel | Larkspur | CA | 01/2020 | 07/2020 |
| Citibank/Citigroup | Mill Valley | CA | 06/2021 | 01/2024 |
| Unemployed | Larkspur | CA | 08/2020 | 05/2021 |
| Citigroup Global Markets Inc. | Mill Valley | CA | 06/2021 | 01/2024 |
| J.P. Morgan Securities Llc | Corte Madera | CA | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Corte Madera | CA | 06/2024 | Present |
| 280 Capmarkets | San Francisco | CA | 05/2019 | 10/2019 |
| Unemployed | Larkspur | CA | 08/2018 | 08/2018 |
| Unemployed | Larkspur | CA | 11/2019 | 12/2019 |
| Unemployed | Larkspur | CA | 02/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-12 |
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