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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED | 2026-04-24 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 04/2026 | Present |
| Merrill Lynch Wealth Management | San Francisco | CA | 05/2025 | 04/2026 |
| Equitable Advisors | San Francisco | CA | 05/2024 | 04/2025 |
| Uc Santa Barbara | Santa Barbara | CA | 10/2023 | 06/2024 |
| University Of California | Santa Barbara | CA | 10/2020 | 06/2024 |
| Unemployed | Danville | CA | 04/2016 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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