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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-20 |
| CA | RA | APPROVED | 2023-10-12 |
Branch Locations
1 Front Street, San Francisco, CA 94111 • United States
2100 El Camino Real, Palo Alto, CA 94306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Palo Alto | CA | 01/2019 | 06/2019 |
| Sgc Financial | San Mateo | CA | 10/2017 | 01/2019 |
| Bjs Restaurant | San Mateo | CA | 06/2017 | 10/2017 |
| Student | Rohnert Park | CA | 08/2015 | 05/2017 |
| Christopher Andrews | Redwood City | CA | 06/2019 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Redwood City | CA | 06/2019 | 10/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2019 | 10/2022 |
| First Republic Securities Company, Llc | San Francisco | CA | 12/2022 | 09/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 12/2022 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | Present |
1. 50% OWNER, HAPPY PALS, LLC, 16 KRAUSGRILL PL, SAN FRANCISCO, , CALIFORNIA, 94133, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 06/30/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, SELLING PRODUCTS ONLINE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-08 |
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