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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Sunnyvale | CA | 02/2014 | 11/2022 |
| Jpmorgan Chase Bank | Sunnyvale | CA | 02/2011 | 02/2021 |
| Charles Schwab & Co., Inc. | Milpitas | CA | 11/2022 | Present |
| Charles Schwab Bank, Ssb | Milpitas | CA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-09 |
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