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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-25 |
Branch Locations
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
809 Cuesta Dr Ste D, Mountain View, CA 94040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2018 | 04/2019 |
| Unemployed | New York | NY | 11/2017 | 06/2018 |
| Bank Of America | New York | NY | 04/2017 | 10/2017 |
| Unemployed | New York | NY | 03/2017 | 04/2017 |
| Empire Blue Cross Blue Shield | New York | NY | 10/2016 | 02/2017 |
| Unemployed | New York | NY | 03/2016 | 09/2016 |
| Citi Personal Wealth Management | New York | NY | 04/2019 | 01/2020 |
| Securities America, Inc. | New York | NY | 02/2020 | 10/2020 |
| Securities America Advisors | New York | NY | 02/2020 | 10/2020 |
| Allstate Insurance Co | Hauppauge | NY | 11/2020 | 09/2021 |
| J. P. Morgan Securities Llc | Chicago | IL | 04/2022 | 11/2023 |
| Jpmorgan Chase Bank N. A. | Chicago | IL | 04/2022 | 11/2023 |
| Provident Credit Union | Redwood City | CA | 02/2020 | 10/2020 |
| Emblem Health Inc | New York | NY | 09/2021 | 10/2021 |
| Anthem Inc | New York | NY | 10/2016 | 02/2017 |
| Unemployed | New York | NY | 11/2021 | 03/2022 |
| Wells Fargo Clearing Services, Llc | San Lorenzo | CA | 07/2024 | Present |
| Wells Fargo Bank, Na | San Lorenzo | CA | 07/2024 | Present |
| Unemployed | San Francisco | CA | 12/2023 | 01/2024 |
| Aetna | New York | NY | 02/2024 | 05/2024 |
| Unemployed | New York | NY | 06/2024 | 06/2024 |
| Unemployed | New York | NY | 11/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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