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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
| CA | RA | APPROVED | 2025-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grocery Outlet | Emeryville | CA | 07/2022 | 09/2022 |
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2022 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 11/2022 | Present |
| Tech Firefly | Walnut Creek | CA | 09/2021 | 04/2022 |
| First Republic | San Francisco | CA | 01/2021 | 08/2021 |
| Unemployed | San Francisco | CA | 11/2012 | 01/2021 |
| Unemployed | San Francisco | CA | 05/2022 | 06/2022 |
| Unemployed | San Francisco | CA | 10/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mill Valley | CA | 08/2025 | Present |
| Bank Of America, N.A. | Mill Valley | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-17 |
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