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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-06 |
| CA | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 08/2026 | Present |
| Citibank | San Francisco | CA | 07/2023 | 07/2026 |
| Wells Fargo | San Francisco | CA | 04/2019 | 07/2023 |
| Bank Of America | Greenbrae | CA | 06/2017 | 04/2019 |
| Jp Morgan Chase Bank | Rohnert Park | CA | 11/2016 | 06/2017 |
| Jp Morgan Securities Llc | Rohnert Park | CA | 11/2016 | 06/2017 |
| Mcdonald's | Windsor | CA | 09/2016 | 03/2017 |
| Wells Fargo | Healdsburg | CA | 10/2013 | 10/2016 |
NAME OF OTHER BUSINESS:Latinos in Finance IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,oakland,CA,94619,USA NATURE OF OTHER BUSINESS:Non-Profit YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Board of Directors member START DATE OF YOUR RELATIONSHIP:2021-03-15 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:2 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:LATINOS IN FINANCE; NOT INVESTMENT RELATED; SAN FRANCISCO,CA; BOARD MEMBER; START DATE 03/15/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; PROVIDING EMAIL AND NEWSLETTER COMMUNICATION, EVENT REMINDERS, AND ATTENDING MEETINGS TO DISCUSS EVENT PLANNING AND LOGISTICS. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-06 |
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