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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-07-24 |
| TX | RA | APPROVED | 2021-09-13 |
| CA | RA | APPROVED | 2019-10-28 |
Branch Locations
272 Redwood Shores Pkwy, Redwood City, CA 94065 • United States
2300 Broadway Street, Redwood City, CA 94063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Mountain View | CA | 03/2017 | 10/2019 |
| Citibank | Sunnyvale Ca | CA | 07/2013 | 02/2017 |
| Jp Morgan Chase Bank Na | Mountain View | CA | 02/2017 | 10/2019 |
| Jp Morgan Chase Bank, N.A. | Portola Valley | CA | 10/2019 | 01/2025 |
| Jp Morgan Securities Llc | Portola Valley | CA | 10/2019 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Redwood City | CA | 01/2025 | Present |
| J.P. Morgan Securities Llc | Redwood City | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-26 |
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