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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-11 |
Branch Locations
555 California St, San Francisco, CA 94104 • United States
800 E Colorado Blvd, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2023 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2023 | 05/2025 |
| First Republic Bank | San Francisco | CA | 01/2017 | 07/2023 |
| Unemployed | Santa Clara | CA | 04/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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