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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED_RES | 2025-09-02 |
| WA | RA | APPROVED | 2025-09-02 |
Branch Locations
14850 North Scottsdale Road Suite 450, Scottsdale, AZ 85254 • United States
4380 N Campbell Avenue Suite 201, Tucson, AZ 85718 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 11/2012 | 07/2021 |
| Bank Of America, N.A. | Bellevue | WA | 02/2013 | 07/2021 |
| First Republic Securities Company, Llc | Bellevue | WA | 07/2021 | 10/2023 |
| First Republic Investment Management, Inc. | Bellevue | WA | 07/2021 | 09/2025 |
| J.P. Morgan Securities Llc | Bellevue | WA | 09/2023 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 10/2023 | 09/2025 |
| Stifel | Phoenix | AZ | 09/2025 | Present |
1. Down Syndrome Communities of the Puget Sound; 4746 11th Ave NE Seattle, WA 98105; provide families support and education around down syndrome; board member; monthly zoom to help advise the leadership team; 01/01/2023; 1hr/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-12 |
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