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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-16 |
| CA | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Fremont | CA | 03/2022 | 07/2024 |
| J.P. Morgan Securities Llc | Fremont | CA | 03/2022 | 07/2024 |
| Bank Of America | Milpitas | CA | 06/2019 | 02/2022 |
| Volt Workforce Solutions (Tesla) | Newport Beach | CA | 12/2018 | 05/2019 |
| Nordstrom | Costa Mesa | CA | 09/2017 | 12/2018 |
| Mach Martial Arts | Pleasanton | CA | 07/2007 | 10/2017 |
| Do Life Inc | Fremont | CA | 04/2020 | 06/2020 |
| Unemployed | Santa Ana | CA | 01/2019 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fremont | CA | 07/2024 | 02/2025 |
| Ohlone College | Fremont | CA | 08/2016 | 12/2016 |
| Csu Channel Island | Cabrillo | CA | 08/2018 | 08/2021 |
| Bank Of America, N.A. | Fremont | CA | 06/2019 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Campbell | CA | 06/2025 | Present |
| Bank Of America, N.A. | Campbell | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-16 |
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