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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED_RES | 2026-01-30 |
Branch Locations
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
1500 Woodside Rd, Redwood City, CA 94061 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Menlo Park | CA | 10/2017 | 11/2022 |
| American Express | Phoenix | AZ | 10/2015 | 10/2017 |
| Charles Schwab Bank, Ssb | Menlo Park | CA | 12/2019 | 11/2022 |
| J.P. Morgan Securities Llc | Sunnyvale | CA | 05/2023 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Sunnyvale | CA | 05/2023 | 07/2024 |
| Unemployed | Palo Alto | CA | 12/2022 | 04/2023 |
| Jva Supply Llc | Palo Alto | CA | 12/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2024 | 01/2026 |
| Bank Of America, N.A. | San Francisco | CA | 09/2024 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 01/2026 | Present |
I*1937329 For Profit Entity Name: JVA Supply LLCInvestment related: No"Address: Palo Alto, CA 94303, jvasupply.com"Nature of the other business: Delivery Service Position/Title/Relationship: Owner/Partner Start Date: 12/16/2022Approximate # of hours a week: 0-20Approximate # of hours during securities trading hours: 0"Briefly describe your duties: The purpose of the entity is delivery service of non-durable goods to other small businesses in my community on Sundays. Nondurable goods include cutlery, to-go containers, paper towels etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-20 |
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