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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2024-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 11/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2018 | 01/2021 |
| Youth Men's Christian Association (Ymca) | San Francisco | CA | 10/2015 | 03/2020 |
| Marsh & Mclennan Insurance Agency Llc. | San Francisco | CA | 02/2021 | 01/2022 |
| University Of San Francisco | San Francisco | CA | 08/2016 | 05/2020 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 11/2022 | 07/2024 |
| Unemployed | San Francisco | CA | 02/2022 | 10/2022 |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2024 | Present |
| Memoryblue | San Francisco | CA | 01/2021 | 02/2021 |
Effective 7/22/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
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