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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED | 2023-07-14 |
Branch Locations
1430 Chapin Ave, Burlingame, CA 94010 • United States
3590 South El Camino Real, San Mateo, CA 94403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wholesale Business And Retail Food Store | San Francisco | CA | 05/2007 | 07/2017 |
| Northwestern Mutual | Milwaukee | WI | 07/2017 | 02/2018 |
| Northwestern Mutual Investment Services, Llc | San Francisco | CA | 08/2017 | 02/2018 |
| College Works Painting Internship | Alameda | CA | 02/2015 | 06/2017 |
| Basecamp Fitness | Burlingame | CA | 11/2016 | 07/2017 |
| Bank Of America, N.A. | San Francisco | CA | 11/2020 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 11/2021 | 07/2023 |
| Renewal By Andersen | San Bruno | CA | 08/2021 | 08/2021 |
| Bank Of America | Daly City | CA | 12/2018 | 11/2020 |
| Wells Fargo | San Francisco | CA | 04/2018 | 12/2018 |
| J.P. Morgan Securities Llc | San Mateo | CA | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Mateo | CA | 07/2023 | Present |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 08/2017 | 11/2017 |
| Unemployed | San Bruno | CA | 03/2018 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2022 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 11/2021 | 06/2023 |
| Unemployed | San Bruno | CA | 09/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
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