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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2023-01-13 |
Branch Locations
3223 Hanover St Floor 01, Palo Alto, CA 94304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California | Goleta | CA | 08/2019 | 06/2021 |
| Gosite | San Diego | CA | 08/2020 | 04/2021 |
| Reagan Ranch Center | Santa Barbara | CA | 06/2019 | 08/2019 |
| Nordstrom | San Diego | CA | 12/2017 | 12/2017 |
| Justice | San Diego | CA | 05/2018 | 06/2018 |
| Alliancebernstein | San Francisco | CA | 06/2021 | 11/2022 |
| Unemployed | Chula Vista | CA | 10/2011 | 11/2017 |
| Unemployed | Chula Vista | CA | 01/2018 | 04/2018 |
| University Of California | Santa Barbara | CA | 09/2018 | 06/2021 |
| Jpmorgan Chase Bank Na | Palo Alto | CA | 11/2022 | Present |
| Jpmorgan Securities Llc | Palo Alto | CA | 11/2022 | Present |
| Abercrombie & Fitch Co | San Diego | CA | 06/2018 | 06/2018 |
| Unemployed | Chula Vista | CA | 07/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-18 |
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