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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-17 |
Branch Locations
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
6160 E Colfax Ave, Denver, CO 80220 • United States
Arvada, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Denver | CO | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 05/2026 | Present |
| Townsend Retirement And Investment Advisors | Westminster | CO | 07/2023 | 05/2026 |
| Creative Planning | Denver | CO | 06/2022 | 06/2023 |
| Townsend Retirement & Estate Planning | Westminster | CO | 11/2016 | 06/2022 |
| Personal Capital Advisors | Denver | CO | 03/2015 | 11/2016 |
| The American College | Denver | CO | 04/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-04 |
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