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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Calabasas | CA | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Calabasas | CA | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills | CA | 07/2022 | 06/2026 |
| Bank Of America | Woodland Hills | CA | 07/2022 | 06/2026 |
| Ace Global Education Llc | Ontario | CA | 06/2018 | 04/2023 |
| A Plus Financial Llc | Ontario | CA | 06/2018 | 06/2022 |
| San Yuan Inc | City Of Industry | CA | 01/2020 | 07/2021 |
| China Merchant Bank | Shen Zhen | 01/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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