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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-26 |
Branch Locations
6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • United States
3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 12/2016 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 02/2016 | 12/2016 |
| J.P. Morgan Securities Llc | San Francisco | CA | 03/2018 | 01/2021 |
| Wells Fargo Clearing Services, Llc | Union City | CA | 03/2021 | 03/2021 |
| Wells Fargo Bank, Na | Union City | CA | 03/2021 | 09/2021 |
| Farmers Insurance | San Ramon | CA | 09/2021 | 11/2022 |
| Wells Fargo Bank | Union City | CA | 03/2021 | 09/2021 |
| Jpmorgan Chase Bank | San Leandro | CA | 02/2016 | 01/2021 |
| Farmers Financial Soltutions | San Ramon | CA | 02/2022 | 11/2022 |
| Charles Schwab & Co., Inc | Pleasanton | CA | 09/2022 | Present |
| Charles Schwab Bank Ssb | Pleasanton | CA | 09/2022 | Present |
| Joanna Zhou Insurance Agency | San Ramona | CA | 09/2021 | 08/2022 |
| Wells Fargo Bank | Union City | CA | 03/2021 | 09/2021 |
| Jp Morgan Chase | San Leandro | CA | 02/2016 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-10 |
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