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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-20 |
| CO | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Arvada | CO | 03/2009 | 12/2018 |
| Wells Fargo Advisors Llc | Arvada | CO | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Arvada | CO | 11/2016 | 12/2018 |
| Unemployed | Denver | CO | 01/2019 | 03/2019 |
| Bok Financial Securities, Inc | Denver | CO | 04/2019 | 09/2019 |
| Bokf, Na | Denver | CO | 04/2019 | 09/2019 |
| Wells Fargo Clearing Services Llc | Denver | CO | 10/2019 | 10/2025 |
| Wells Fargo Bank Na | Denver | CO | 10/2019 | 10/2025 |
| J.P. Morgan Securities Llc | Denver | CO | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 10/2025 | Present |
| University Of Denver | Denver | CO | 03/2021 | 03/2023 |
RENTAL PROPERTY; INVESTMENT RELATED; LAKEWOOD,CO; 100% OWNERSHIP WITH SPOUSE; START DATE 05/30/2017; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; CO-MANAGE THE RENTAL PROPERTY. RENTAL PROPERTY; INVESTMENT RELATED; DENVER,CO; 100% OWNERSHIP WITH SPOUSE; START DATE 09/03/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-09 |
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