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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | San Jose | CA | 07/2021 | 01/2026 |
| Aaa Insurance | Santa Rosa | CA | 04/2012 | 09/2018 |
| Knudsen Insurance And Financial Services | Santa Rosa | CA | 10/2018 | 07/2021 |
| Target Corporation | Santa Rosa | CA | 11/2022 | 12/2022 |
| J.P. Morgan Securities Llc | San Rafael | CA | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Rafael | CA | 01/2026 | Present |
| Mybusinesswerks Insurance Services Llc | Santa Rosa | CA | 08/2019 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-18 |
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