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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-07 |
Branch Locations
5095 Business Center Drive, Fairfield, CA 94534 • United States
901 Tennessee Street, Vallejo, CA 94590 • United States
12121 San Pablo Avenue, Richmond, CA 94805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Vallejo | CA | 02/2015 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Vallejo | CA | 08/2017 | 06/2023 |
| J.P. Morgan Securities Llc | El Cerrito | CA | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | El Cerrito | CA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-06 |
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