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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-09 |
| TX | RA | APPROVED | 2021-02-09 |
Branch Locations
Sacramento, CA • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
560 Mission Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | San Diego | CA | 03/2017 | 03/2019 |
| Troon Golf | Vallejo | CA | 05/2019 | 02/2020 |
| Unemployed | San Diego | CA | 06/2016 | 12/2016 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 04/2019 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 04/2019 | Present |
| Northwestern Mutual Investment Services, Llc | San Diego | CA | 08/2018 | 03/2019 |
| Northwestern Mutual Investment Services, Llc | San Diego | CA | 01/2017 | 07/2018 |
Effective 12/14/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-26 |
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