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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-03 |
| CA | RA | APPROVED | 2018-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Redwood City | CA | 10/2014 | 03/2017 |
| E.K. Riley Investments, Llc | Menlo Park | CA | 04/2017 | 09/2017 |
| Koonce Financial | Menlo Park | CA | 04/2017 | 09/2017 |
| Highway Community Church | Mountain View | CA | 01/2018 | 05/2018 |
| Menlo Church | Menlo Park | CA | 11/2017 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Sunnyvale | CA | 08/2018 | 08/2019 |
| J.P. Morgan Securities Llc | Sunnyvale | CA | 08/2018 | 08/2019 |
| Unemployed | Menlo Park | CA | 09/2017 | 10/2017 |
| Unemployed | Sunnyvale | CA | 06/2018 | 07/2018 |
| A New Community Church | Menlo Park | CA | 12/2018 | 05/2021 |
| Jpmorgan Chase Bank, N.A | Sunnyvale | CA | 08/2019 | 04/2020 |
| Jp Morgan Securities Llc | Sunnyvale | CA | 08/2019 | 04/2020 |
| Jpmorgan Chase Bank, N.A. | Los Altos | CA | 04/2020 | Present |
| J.P. Morgan Securities Llc | Los Altos | CA | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-25 |
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