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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-11-03 |
| TX | RA | APPROVED_RES | 2021-10-21 |
Branch Locations
2950 W. Peoria Ave, Phoenix, AZ 85029 • United States
3241 W. Indian School Road, Phoenix, AZ 85017 • United States
3620 N. Central Ave, Phoenix, AZ 85012 • United States
10300 West Thunderbird Blvd., Sun City, AZ 85351 • United States
2837 N. 75Th Ave., Phoenix, AZ 85035 • United States
3150 E Indian School Rd, Phoenix, AZ 85016 • United States
101 E Washington St Ste 120, Phoenix, AZ 85004 • United States
7801 N. 19Th Avenue, Phoenix, AZ 85021 • United States
8001 N. 35Th Avenue, Phoenix, AZ 85051 • United States
4401 E. Camelback Road, Phoenix, AZ 85018 • United States
7022 N. 7Th Street, Phoenix, AZ 85020 • United States
2620 East Camelback Road, Phoenix, AZ 85016 • United States
8366 West Thunderbird Road, Peoria, AZ 85381 • United States
1528 E. Buckeye Road, Phoenix, AZ 85034 • United States
7003 North 57Th Drive, Glendale, AZ 85301 • United States
1820 W. Van Buren, Phoenix, AZ 85007 • United States
9490 W. Camelback Road, Glendale, AZ 85305 • United States
9028 W Northern, Glendale, AZ 85305 • United States
7345 E. Mcdowell, Scottsdale, AZ 85257 • United States
4031 N. Scottsdale Road, Scottsdale, AZ 85251 • United States
5705 N 19Th Ave, Phoenix, AZ 85015 • United States
1601 N 7Th St, Ste 140, Phoenix, AZ 85006 • United States
5740 W. Camelback, Glendale, AZ 85301 • United States
675 E Camelback Rd, Phoenix, AZ 85012 • United States
5734 W. Thomas Road, Phoenix, AZ 85031 • United States
5041 N 16Th St, Phoenix, AZ 85016 • United States
9790 W. Peoria Avenue, Peoria, AZ 85345 • United States
2827 N. 44Th, Phoenix, AZ 85008 • United States
2620 E. Camelback Rd, Phoenix, AZ 85016 • United States
2440 East Baseline, Phoenix, AZ 85042 • United States
10116 W. Bell Road, Sun City, AZ 85351 • United States
6665 W. Peoria Ave, Glendale, AZ 85302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Tempe | AZ | 03/2013 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Tempe | AZ | 04/2013 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 09/2021 | 07/2025 |
| J.P. Morgan Securities Llc | Phoenix | AZ | 09/2021 | Present |
| Unemployed | Scottsdale | AZ | 12/2020 | 08/2021 |
| Phoenix Rising Football Club - 10G Ecnl Summerscale | Scottsdale | AZ | 07/2022 | Present |
Entity Name: Phoenix Rising Football Club Investment related: Yes Address: Phoenix Rising FC Youth Soccer Non-profit organization in Maricopa County, Arizona Address: 9035 E Pima Center Pkwy #10, Scottsdale, AZ 85258 Phone: (480) 588-1305 http://www.prfcyouthsoccer.com Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 11/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the treasurer for my daughter's soccer team. I am responsible for creating a budget for team expenses, collecting funds from parents, and paying expenses throughout the soccer season. Entity Name: Phoenix Rising Football Club - 10G ECNL Summerscales Investment related: Yes "Address: Address: 9035 E Pima Center Pkwy #10, Scottsdale, AZ 85258 http://www.prfcyouthsoccer.com" Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 07/04/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Would be treasurer for girls soccer team. Parents pay fees for all upcoming expenses and my role is to create a budget and pay for items for the soccer team from parent team funds. Budget is posted to Coach/Team Mgr and Parents for transperance. Would be using a bank checking account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-03 |
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