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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Pleasanton | CA | 05/2019 | Present |
| J.P. Morgan Securities Llc | Pleasanton | CA | 05/2019 | Present |
| Enterprise Rent A Car | San Fransisco | CA | 08/2018 | 03/2020 |
| New York Life Insurance Company | San Fransisco | CA | 10/2017 | 08/2018 |
| Whistlestop | San Fransisco | CA | 06/2017 | 09/2017 |
| Macys | San Fransisco | CA | 10/2010 | 06/2017 |
| Dfs | San Fransisco | CA | 05/2013 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-05 |
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