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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-13 |
| TX | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Travis Afb | CA | 06/2006 | 03/2018 |
| First Republic Investment Management, Inc | San Francisco | CA | 03/2018 | 07/2023 |
| Morgan Stanley | San Francisco | CA | 10/2023 | 02/2024 |
| Edward Jones | St Louis | MO | 03/2024 | 12/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 12/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 12/2024 | Present |
| Jpmorgan Chase Bank | San Francisco | CA | 07/2023 | 10/2023 |
Effective 12/9/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-16 |
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