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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-26 |
| TX | RA | APPROVED | 2025-12-26 |
Branch Locations
3223 Hanover St Floor 01, Palo Alto, CA 94304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2021 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2025 | Present |
| Open Invest Co. | San Francisco | CA | 03/2021 | 09/2021 |
| Matthew Zaheri Corporation | Colma | CA | 09/2019 | 11/2023 |
| Plug And Play Tech Center | Sunnyvale | CA | 07/2018 | 09/2019 |
| Bloomberg L.P | San Francisco | CA | 07/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-26 |
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