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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
3057 Stevens Creek Blvd, Santa Clara, CA 95050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Santa Clara | CA | 10/2017 | Present |
| Unemployed | Suzhou | 01/2017 | 03/2017 | |
| Creditease | Suzhou | 09/2016 | 12/2016 | |
| J.P. Morgan Securities Llc | Santa Clara | CA | 11/2017 | Present |
| Unemployed | San Mateo | CA | 04/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-27 |
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