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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
30963 North Golf Club Drive, San Tan Valley, AZ 85143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Tan Valley | AZ | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Tan Valley | AZ | 09/2025 | Present |
| Bank Of America - Merrill Lynch | Queen Creek | AZ | 01/2020 | 09/2025 |
| Unemployed | Tucson | AZ | 10/2019 | 12/2019 |
| Davis Selected Advisers | Tucson | AZ | 12/2014 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-26 |
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