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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-27 |
| TX | RA | APPROVED_RES | 2025-08-26 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 01/2025 | 08/2025 |
| J.P. Morgan Chase Bank, N.A. | San Francisco | CA | 01/2025 | 08/2025 |
| Jpmorgan Chase & Co. | San Francisco | CA | 07/2023 | 08/2024 |
| First Republic Bank | Palo Alto | CA | 10/2022 | 07/2023 |
| Pacificpine Sports | Hong Kong | 12/2019 | 10/2022 | |
| Flexport | Hong Kong | 09/2018 | 12/2019 | |
| Mascon Inc. | Woburn | MA | 08/2017 | 05/2018 |
| Caltech | Pasadena | CA | 04/2014 | 07/2017 |
| Unemployed | Hong Kong | 06/2018 | 08/2018 | |
| Unemployed | San Francisco | CA | 09/2024 | 12/2024 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
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