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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Oakland | CA | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Oakland | CA | 09/2022 | Present |
| Quontic Bank | San Leandro | CA | 03/2022 | 06/2022 |
| Better Mortgage | Oakland | CA | 06/2021 | 03/2022 |
| Chase Bank | Oakland | CA | 11/2019 | 06/2021 |
| American One | Hayward | CA | 08/2017 | 02/2018 |
| At&T | Oakland | CA | 03/2018 | 09/2019 |
| Follett Higher Education | Hayward | CA | 08/2017 | 02/2018 |
| Oakland Military Institute | Oakland | CA | 10/2016 | 06/2017 |
| Unemployed | Oakland | CA | 09/2012 | 09/2016 |
| Unemployed | Oakland | CA | 07/2017 | 07/2017 |
| Unemployed | Oakland | CA | 10/2019 | 10/2019 |
| Unemployed | San Leandro | CA | 07/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-22 |
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