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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-21 |
| WA | RA | APPROVED | 2023-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Sandy | UT | 07/2016 | 02/2017 |
| J.P. Morgan Securities Llc | Salt Lake City | UT | 07/2016 | 02/2017 |
| E*Trade Securities Llc | Kirkland | WA | 03/2017 | 03/2020 |
| E*Trade Financial Corporation | Kirkland | WA | 03/2017 | 01/2022 |
| E*Trade Securities Llc | Kirkland | WA | 03/2017 | 08/2023 |
| E*Trade Capital Management, Llc | Kirkland | WA | 06/2020 | 08/2023 |
| Morgan Stanley | Kirkland | WA | 03/2023 | 08/2023 |
| J.P. Morgan Securities Llc | Seattle | WA | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 08/2023 | Present |
| Morgan Stanley | Kirkland | WA | 12/2022 | 03/2023 |
Rental Property; Investment related Yes; West Valley City, Utah; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/01/2022 ; During business hours: 0; After business hours: 3; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-23 |
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