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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-02 |
| TX | RA | APPROVED | 2023-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Monterey | CA | 11/2017 | 04/2022 |
| J.P. Morgan Securities Llc | Monterey | CA | 11/2017 | 04/2022 |
| Montage Wellness Center | Marina | CA | 01/2016 | 11/2017 |
| Parking Company Of America | Salinas | CA | 04/2013 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Capitola | CA | 05/2022 | 01/2023 |
| Bank Of America, N.A. | Capitola | CA | 05/2022 | 01/2023 |
| J.P. Morgan Securities Llc | San Jose | CA | 02/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Jose | CA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-04 |
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