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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-22 |
| TX | RA | APPROVED | 2025-02-22 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca | San Jose | CA | 07/2019 | 01/2020 |
| The Health Trust | San Jose | CA | 05/2022 | 07/2022 |
| Fidelity Investments | Salt Lake City | UT | 05/2023 | 11/2023 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 01/2025 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 01/2025 | Present |
| Keystone National Group | Salt Lake City | UT | 09/2024 | 01/2025 |
| University Of Utah Growth Capital Partners Foundation | Salt Lake City | UT | 08/2024 | 01/2025 |
| Kpmg | San Francisco | CA | 06/2024 | 08/2024 |
| Student Investment Fund | Salt Lake City | UT | 08/2023 | 05/2024 |
| Financial Administrative Support Services | San Jose | CA | 05/2022 | 08/2022 |
| Unemployed | San Jose | CA | 01/2015 | 06/2019 |
| Unemployed | San Jose | CA | 02/2020 | 04/2022 |
| Unemployed | San Jose | CA | 09/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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