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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-23 |
| TX | RA | APPROVED | 2024-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Milpitas | CA | 07/2017 | 11/2019 |
| Bank Of America, N.A. | Milpitas | CA | 11/2013 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Gold River | CA | 01/2020 | 09/2020 |
| J.P. Morgan Securities Llc | Gold River | CA | 01/2020 | 09/2020 |
| Unemployed | Sacramento | CA | 12/2019 | 12/2019 |
| Citigroup | Sacramento | CA | 09/2020 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Fremont | CA | 10/2021 | 05/2024 |
| Wells Fargo Bank, Na | Fremont | CA | 10/2021 | 05/2024 |
| J.P. Morgan Securities Llc | San Jose | CA | 05/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Jose | CA | 05/2024 | Present |
| Citigroup Global Markets Inc. | Sacramento | CA | 09/2020 | 09/2021 |
RENTAL PROPERTY, SACRAMENTO, CA, 100% OWNERSHIP, START 7/1/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. ?The name of the other business: Rental Property ?Whether the business is investment-related: Not Investment related ?The address of the other business: 4443 Silver Cedar Ln Sacramento Ca 95834 ?The nature of the other business: Rental Property ?Your position: Owner ?Title, or relationship with the other business: Owner ?The start date of your relationship: 07/2021 ?The approximate number of hours/ month you devote to the other business: I visit the property every six months. ?The number of hours you devote to the other business during securities trading hours: 0 ?Briefly describe your duties relating to the other business: Owner/property manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-25 |
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