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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-21 |
| TX | RA | APPROVED | 2024-02-21 |
Branch Locations
265 Winston Dr, Ste A, San Francisco, CA 94132 • United States
926 Taraval Street, San Francisco, CA 94116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 11/2021 | 02/2024 |
| Bank Of America | San Antonio | TX | 09/2017 | 11/2021 |
| Furniture Row | Tulsa | OK | 06/2017 | 09/2017 |
| Royal Caribbean International | Miami | FL | 06/2014 | 10/2016 |
| Unemployed | Tulsa | OK | 10/2016 | 06/2017 |
| Bank Of America, N.A. | San Antonio | TX | 11/2021 | 02/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 02/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-24 |
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