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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-05 |
| TX | RA | APPROVED | 2021-11-05 |
Branch Locations
330 "E" St., Davis, CA 95616 • United States
304 Main St, Woodland, CA 95695 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Napa | CA | 09/2015 | 10/2021 |
| Bank Of America, Na | Napa | CA | 09/2015 | 10/2021 |
| J.P. Morgan Securities Llc | Sonoma | CA | 11/2021 | Present |
| Jp Morgan Chase Bank, N.A. | Sonoma | CA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-17 |
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