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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED | 2024-01-08 |
Branch Locations
7632 S Power Rd, Gilbert, AZ 85297 • United States
2790 E Germann, Chandler, AZ 85286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Scottsdale | AZ | 07/2012 | 11/2023 |
| Timothy Mcnaney | Chandler | AZ | 10/2022 | 01/2024 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 03/2017 | 11/2023 |
| J.P. Morgan Securities Llc | Gilbert | AZ | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Gilbert | AZ | 01/2024 | Present |
| Self Employment | Chandler | AZ | 03/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-16 |
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