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Santa Clara, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-23 |
| CA | RA | APPROVED | 2023-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jy Capital Management Inc. | Santa Clara | CA | 07/2023 | Present |
| Unemployed | San Jose | CA | 03/2021 | 07/2021 |
| Fehr & Peers | San Jose | CA | 04/2016 | 02/2021 |
| Ehealth, Inc. | Santa Clara | CA | 08/2021 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-16 |
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