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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| CA | RA | APPROVED | 2021-11-02 |
Branch Locations
3223 Hanover St Floor 01, Palo Alto, CA 94304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Santa Fe | NM | 01/2020 | 09/2021 |
| Ubs | Santa Fe | NM | 06/2018 | 09/2018 |
| Bates College | Lewiston | ME | 09/2015 | 05/2019 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2021 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2021 | Present |
| Unemployed | Santa Fe | NM | 06/2019 | 12/2019 |
| Ubs | Santa Fe | NM | 02/2019 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-04 |
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