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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Jose | CA | 09/2017 | Present |
| J.P. Morgan Securities Llc | San Jose | CA | 05/2024 | Present |
| Wells Fargo | Santa Clara | CA | 12/2008 | 06/2017 |
| Unemployed | Santa Clara | CA | 07/2017 | 08/2017 |
| 551 E Saint James St | St San Jose | CA | 03/2017 | Present |
| 1765 Landana Dr | Concord | CA | 08/2023 | Present |
| 553 East Saint James St | St San Jose | CA | 03/2017 | Present |
Entity Name: 551 E Saint James St Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: 1765 Landana Dr Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/15/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property Entity Name: 553 East Saint James St Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-04 |
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