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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| CA | RA | APPROVED | 2025-11-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Oakland | CA | 06/2013 | 02/2017 |
| Wells Fargo Advisors | Oakland | CA | 06/2013 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Oakland | CA | 06/2013 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 01/2018 | 07/2025 |
| Bank Of America, N.A. | Oakland | CA | 01/2018 | 07/2025 |
| Bank Of America | Berkeley | CA | 02/2017 | 08/2017 |
| Sprint | San Leandro | CA | 11/2017 | 01/2018 |
| Coliseum Lexus Of Oakland | Oakland | CA | 10/2017 | 11/2017 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2025 | Present |
| Unemployed | Oakland | CA | 08/2025 | 09/2025 |
| Unemployed | San Leandro | CA | 09/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-13 |
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