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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-02 |
| CA | RA | APPROVED | 2018-10-11 |
Branch Locations
580 California Street Suite 2300, San Francisco, CA 94104 • United States
Kentfield, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2016 | 03/2018 |
| J.P. Morgan Securities Llc | Novato | CA | 03/2018 | 10/2018 |
| Jp Morgan Chase Bank, N.A. | Novato | CA | 03/2018 | 10/2018 |
| Oppenheimer & Co. Inc | San Francisco | CA | 10/2018 | Present |
1.TEXAS EMERGING LEADERS, FOUNDING MEMBER - NOT INVESTMENT RELATED - A LEADERSHIP GROUP-P.O.BOX 310552, NEW BRAUNFELS, TX 78131 2.FLY FISHING GUIDE FOR "NAPA VALLEY FLY GUIDES" APPROX 8 HRS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-25 |
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