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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-02 |
| TX | RA | APPROVED | 2026-03-02 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • 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 | 03/2024 | 02/2026 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 03/2024 | 02/2026 |
| All California Mortgage | San Rafael | CA | 08/2020 | 03/2024 |
| Pathfinder Capital Partners | San Francisco | CA | 07/2019 | 06/2020 |
| Aeon Corporation | Aobadai | 05/2018 | 06/2019 | |
| Trinet | Dublin | CA | 01/2018 | 04/2018 |
| Robert Half | Oakland | CA | 07/2017 | 12/2017 |
| Honeybook | San Francisco | CA | 08/2016 | 04/2017 |
| Saint Mary's College Of California | Moraga | CA | 10/2014 | 12/2016 |
| Unemployed | Danville | CA | 05/2017 | 06/2017 |
| Unemployed | San Ramon | CA | 07/2020 | 07/2020 |
| Morgan Stanley | San Francisco | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-08 |
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