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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED_RES | 2025-12-18 |
Branch Locations
150 W University Dr, Tempe, AZ 85281 • United States
1490 17Th St Fl 1, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Denver | CO | 12/2025 | Present |
| The Edelweiss Collective | Denver | CO | 06/2024 | Present |
| Ebay | Highlands Ranch | CO | 01/2022 | Present |
| Global Equity | Highlands Ranch | CO | 05/2025 | 10/2025 |
| Swipe/Empower | Greenwood Village | CO | 05/2024 | 01/2025 |
| Charles Schwab | Lone Tree | CO | 02/2004 | 01/2024 |
| Td Ameritrade | Lone Tree | CO | 08/2021 | 12/2023 |
Entity Name: The Edelweiss Collective Investment related: No Address: No Website 1580 N. Logan Street, ste 660 Denver, CO 80203" Nature of the other business: Antiques Position/Title/Relationship: Owner/Partner Start Date: 06/17/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Edelweiss Collective, LLC. Sole owner/Member. No income, no operations, not related to the financial industry. Established in 2024 in the State of Colorado as means to charge and accept consulting fees, but was never used for that purpose. Then pivoted to exploring an antique business, but I became a JPM employee before I received any income. Currently non-active, not officially closed. It needs to remain open for tax purposes. NAME OF OTHER BUSINESS: EBay IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS: Private Residence NATURE OF OTHER BUSINESS: Retail sales YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS: Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP :Jan 01, 2022 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:2 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: Selling & shipping retail/resale items sold on eBay IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
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