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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-30 |
| TX | RA | APPROVED_RES | 2025-01-30 |
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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Francisco | CA | 03/2016 | 07/2018 |
| First Republic Bank | San Francisco | CA | 07/2018 | 07/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2023 | Present |
| Fudgel Llc | Oakland | CA | 06/2023 | Present |
| Nordstrom | San Francisco | CA | 10/2016 | 10/2017 |
Entity Name: Fudgel LLC Investment related: No Address: Private Residence Nature of the other business: Retail Position/Title/Relationship: Owner/Partner Start Date: 06/12/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own and operate Fudgel LLC, a company formed to decorate clothing locally in the bay area.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-21 |
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