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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-09 |
Branch Locations
535 Cowper St Suite 200, Palo Alto, CA 94301 • United States
Sunnyvale, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 03/2017 | 01/2019 |
| Impendas | Palo Alto | CA | 01/2014 | 02/2017 |
| Bank Of America, N.A. | San Jose | CA | 03/2017 | 01/2019 |
| Jp Morgan Chase Bank, N.A. | Portola Valley | CA | 01/2019 | 07/2023 |
| Jp Morgan Securities, Llc | Portola Valley | CA | 01/2019 | 07/2023 |
| Tiaa | Palo Alto | CA | 07/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Palo Alto | CA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-06 |
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