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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-01 |
| CA | RA | APPROVED | 2021-07-09 |
| TX | RA | APPROVED | 2021-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 05/2016 | 12/2017 |
| Citigroup | San Mateo | CA | 12/2017 | 01/2019 |
| Jp Morgan Securities, Llc | San Jose | CA | 01/2019 | 07/2021 |
| Jp Morgan Chase Bank, N.A. | San Jose | CA | 01/2019 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 07/2021 | Present |
| Bank Of America, N.A. | Palo Alto | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-07 |
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