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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-01 |
Branch Locations
106 West Portal Ave, San Francisco, CA 94127-1306 • United States
3478 California St Suite 100, San Francisco, CA 94118-1837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Francisco | CA | 09/2016 | 01/2021 |
| Jpmorgan Chase Bank | San Francisco | CA | 11/2014 | 10/2017 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2017 | 01/2021 |
| First Republic Bank | San Mateo | CA | 01/2021 | 06/2023 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 07/2023 | Present |
| Charles Schwab Bank, Ssb | San Francisco | CA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-10 |
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