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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-07 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | San Francisco | CA | 08/2017 | 03/2025 |
| J.P. Morgan Chase Bank, N.A. | San Francisco | CA | 08/2017 | 03/2025 |
| J.P. Morgan Private Bank | Hong Kong | 09/2014 | 07/2017 | |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-06 |
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