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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-08 |
| CA | RA | APPROVED | 2024-06-04 |
Branch Locations
245 Winston Dr, San Francisco, CA 94132 • United States
955 El Camino Real, South San Francisco, CA 94080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2022 | 07/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 06/2022 | 07/2023 |
| Citibank | Daly City | CA | 05/2019 | 05/2022 |
| Valliani Jewelers | Daly City | CA | 07/2018 | 06/2019 |
| Macys | San Francisco | CA | 05/2015 | 05/2018 |
| Wyndham Destinations | San Francisco | CA | 06/2018 | 07/2018 |
| Citigroup | San Mateo | CA | 07/2023 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | South San Francisco | CA | 05/2024 | Present |
| Skyline College | San Bruno | CA | 08/2013 | 05/2018 |
| San Francisco State University | San Francisco | CA | 08/2018 | 05/2020 |
| Bank Of America, N.A. | South San Francisco | CA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-22 |
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