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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-05 |
| AZ | RA | APPROVED | 2026-08-04 |
Branch Locations
4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ 85018-2719 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisros | Scottsdale | AZ | 04/2016 | 11/2016 |
| Wells Fargo Bank | Scottsdale | AZ | 04/2016 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 07/2026 |
| J.P. Morgan Securities Llc | Phoenix | AZ | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Phoenix | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2010-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-24 |
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