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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-27 |
| NV | RA | APPROVED | 2020-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Las Vegas | NV | 02/2012 | 08/2019 |
| Unemployed | Las Vegas | NV | 09/2019 | 03/2020 |
| Jp Morgan Securities, Llc | Henderson | NV | 04/2020 | Present |
| Jpmorgan Chase Bank, N.A. | Henderson | NV | 04/2020 | Present |
| Amazon Flex | Las Vegas, | NV | 06/2022 | 05/2024 |
ACTIVITY TYPE: 4 - OUTSIDE BUSINESS ACTIVITY WITH A NOT-FOR-PROFIT ORGANIZATION NAME OF ENTITY: CFP BOARD POSITION: MENTOR START DATE: 7/20/2020 ADDRESS: 1425 K Street NW #800 Washington, DC 20005 mail@cfpboard.org 800-487-1497 (Toll-Free) 202-379- 2200 fax: 202-379-2299 DETAILS: MENTORING PEOPLE WHO ARE PREPARING FOR THE CFP EXAMINATION. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 3 meeting per mentee HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-29 |
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