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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
4026 Sunrise Blvd, Rancho Cordova, CA 95742 • United States
4741 Madison Ave, Sacramento, CA 95841 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Rancho Cordova | CA | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Rancho Cordova | CA | 08/2026 | Present |
| Edward Jones | Sacramento | CA | 01/2025 | 08/2026 |
| Bank Of Amierca/Merrill Lynch | Roseville | CA | 10/2022 | 12/2024 |
| Wells Fargo | Folsom | CA | 05/2022 | 10/2022 |
| Brizzi Finl | Rocklin | CA | 08/2020 | 04/2022 |
| J.P. Morgan Securities Llc | Folsom | CA | 04/2018 | 08/2020 |
| Jpmorgan Chase Bank, N.A. | Folsom | CA | 02/2016 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-24 |
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