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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2024-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2018 | 10/2020 |
| Robertson Stephens Llc | San Francisco | CA | 12/2016 | 01/2018 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2020 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2022 | 08/2022 |
| Unemployed | San Francisco | CA | 12/2021 | 03/2022 |
| First Republic Securities Company, Llc | San Francisco | CA | 08/2022 | 07/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 08/2022 | 04/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2023 | 04/2024 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 04/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2024 | 05/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2024 | Present |
| University Of California Berkeley | Berkley | CA | 07/2014 | 05/2018 |
| Unemployed | San Francisco | CA | 06/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-04 |
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