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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-01 |
| CA | RA | APPROVED | 2020-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Scottsdale | AZ | 04/2016 | 07/2017 |
| Jp Morgan Securities Llc | Scottsdale | AZ | 04/2016 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2017 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 04/2020 | 08/2020 |
| Bank Of America, N.A. | Scottsdale | AZ | 04/2020 | 08/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-18 |
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