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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-10 |
| CA | RA | APPROVED | 2020-09-22 |
Branch Locations
401 San Antonio Rd, Mountain View, CA 94040 • United States
199 Main Street, Los Altos, CA 94022 • United States
749 W El Camino Real, 1St Floor, Mountain View, CA 94040 • United States
20576 Homestead Rd, Cupertino, CA 95014 • United States
410 S. Mathilda Avenue, Sunnyvale, CA 94086 • United States
1000 Miller Ave, San Jose, CA 95129 • United States
14410 Big Basin Way, Saratoga, CA 95070 • United States
3495 El Camino Real, Santa Clara, CA 95051 • United States
20573 Stevens Creek Blvd, Flr 02, Cupertino, CA 95014 • United States
598 E El Camino Real, Sunnyvale, CA 94087 • United States
1234 W. El Camino Real, Sunnyvale, CA 94087 • United States
1725 Saratoga Ave, San Jose, CA 95129 • United States
10250 S. De Anza Blvd., Cupertino, CA 95014 • United States
20573 Stevens Creek Blvd., Cupertino, CA 95014 • United States
3130 Alpine Rd., Ste. 170, Portola Valley, CA 94028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | San Jose | CA | 08/1994 | 08/2017 |
| Charles Schwab & Co., Inc. | Fremont | CA | 09/2017 | 11/2019 |
| J.P. Morgan Securities Llc | Cupertino | CA | 08/2020 | Present |
| Bancwest Investment Services, Inc | Palo Alto | CA | 03/1999 | 08/2017 |
| Unemployed | San Jose | CA | 12/2019 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-27 |
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