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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-21 |
| TX | RA | APPROVED | 2023-08-28 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Houston | TX | 08/2020 | Present |
| Jpmorgan Securities Llc | Houston | TX | 08/2020 | Present |
| Jpmorgan Private Bank | Greenwich | CT | 06/2019 | 08/2019 |
| Aspiriant Llc | San Francisco | CA | 01/2018 | 06/2018 |
| Intersect Capital Llc | San Ramon | CA | 11/2016 | 12/2017 |
| Rice University | Houston | TX | 08/2018 | 05/2020 |
| Unemployed | Clayton | CA | 08/2016 | 10/2016 |
| Unemployed | Clayton | CA | 07/2018 | 07/2018 |
| Unemployed | Houston | TX | 06/2020 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-17 |
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