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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-29 |
| WA | RA | APPROVED | 2022-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Las Vegas | NV | 02/2015 | 06/2017 |
| Nevada State Bank | Las Vegas | NV | 02/2015 | 06/2017 |
| Bny Mellon | Las Vegas | NV | 06/2017 | 07/2020 |
| Mbsc Securities Corporation | Pittsburgh | PA | 03/2019 | 07/2020 |
| Us Bank | Seattle | WA | 07/2020 | 09/2022 |
| Us Bancorp Investments Inc | Seattle | WA | 10/2021 | 09/2022 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 09/2022 | Present |
| J.P. Morgan Securities Llc | Seattle | WA | 09/2022 | Present |
Entity Name: Core Academy, Powered by the Rogers Foundation Investment related: No Address: https://corewecan.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Members Start Date: 02/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am on the finance committee. 1.) Finance Committee Member; Not Investment-related; Las Vegas, NV; Core Academy; Finance Committee Member; 07/2020; 1 Hr/Mth; 0 Hrs/Trading; Assist with financial matters with the non-profit organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-16 |
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