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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED_RES | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palo Alto | CA | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Palo Alto | CA | 06/2026 | Present |
| Citibank | Burlingame | CA | 01/2023 | 05/2026 |
| Wells Fargo | San Jose | CA | 08/2022 | 01/2023 |
| Guaranteed Rate | San Jose | CA | 04/2021 | 07/2022 |
| Loan Depot | San Ramon | CA | 02/2021 | 04/2021 |
| Citibank | San Jose | CA | 06/2015 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-12 |
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