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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-05 |
| UT | RA | APPROVED | 2023-04-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2012 | 02/2017 |
| E*Trade Financial Corporation | Sandy | UT | 01/2017 | 03/2023 |
| E*Trade Securities Llc | Sandy | UT | 01/2017 | 03/2023 |
| E*Trade Capital Management, Llc | Sandy | UT | 01/2017 | 03/2023 |
| J.P. Morgan Securities Llc | Sandy | UT | 04/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Sandy | UT | 04/2023 | Present |
| Morgan Stanley | Sandy | UT | 01/2017 | 03/2023 |
| Etsy | Sandy | UT | 11/2021 | 03/2023 |
| Instagram Business Page | Sandy | UT | 04/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-19 |
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