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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-04 |
Branch Locations
19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Redwood City | CA | 01/2022 | 03/2023 |
| Jpmorgan Chase Bank, N.A. | Redwood City | CA | 12/2013 | 03/2023 |
| Jp Morgan Securities Llc | San Francisco | CA | 05/2014 | 01/2018 |
| Charles Schwab & Co., Inc. | Cupertino | CA | 04/2023 | Present |
| Charles Schwab Bank, Ssb | Cupertino | CA | 04/2023 | Present |
| Td Ameritrade Inc. | Cupertino | CA | 09/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-10 |
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