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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-26 |
| CA | RA | APPROVED | 2023-06-06 |
Branch Locations
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | San Francisco | CA | 07/2016 | 09/2017 |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2016 | 09/2017 |
| Morgan Stanley Smith Barney Llc | Cupertino | CA | 10/2022 | Present |
| Citibank | San Francisco | CA | 10/2017 | 02/2018 |
| Unemployed | San Francisco | CA | 03/2018 | 04/2018 |
| Bank Of The Orient | San Francisco | CA | 04/2018 | 01/2019 |
| Bank Of America, N.A. | San Jose | CA | 07/2019 | 11/2019 |
| Extended Travel | Hong Kong | 02/2019 | 07/2019 | |
| Tectonic Builders Corporation | Cupertino | CA | 11/2019 | 07/2021 |
| Unemployed | San Jose | CA | 08/2021 | 09/2021 |
| Amax Engineering Corporation | Fremont | CA | 10/2021 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-08 |
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