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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-02 |
| CA | RA | APPROVED | 2024-07-01 |
Branch Locations
2150 Shattuck Ave, Berkeley, CA 94704 • United States
270 E. 18Th Street, Oakland, CA 94606 • United States
3241 Lakeshore Avenue, Oakland, CA 94610 • United States
350 20Th Street, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 03/2021 | 04/2022 |
| Wells Fargo Bank, Na | Palo Alto | CA | 03/2021 | 04/2022 |
| Citigroup/Citibank. | Fremont | CA | 04/2015 | 03/2021 |
| Charles Schwab & Co., Inc. | Milpitas | CA | 04/2022 | 09/2022 |
| Charles Schwab Bank, Ssb | Milpitas | CA | 04/2022 | 09/2022 |
| Citigroup Global Markets Inc. | San Carlos | CA | 10/2022 | 06/2024 |
| J.P. Morgan Securities Llc | Oakland | CA | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Oakland | CA | 06/2024 | Present |
| Citigroup/Citibank. | San Carlos | CA | 10/2022 | 06/2024 |
RENTAL PROPERTY, 641 Jessie Dr Merced CA, INV RELATED, MERCED, CA, 100% OWNERSHIP WITH SPOUSE, START 12/1/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING.. Duties: House Maint Rental Property - 635 Suzanne Dr., Merced, CA; Investment-related; Started: 12/1/2021; Title: Owner; Duties: Delegate duties to spouse; No time is devoted each month during securities trading hours; 3 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-07 |
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