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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Bellevue | WA | 05/2012 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 01/2015 | 11/2017 |
| Jp Morgan Chase Bank | Seattle | WA | 11/2017 | 10/2019 |
| Jp Morgan Securities Llc | Seattle | WA | 11/2017 | 10/2019 |
| Lyft | Seattle | WA | 09/2017 | Present |
| Jp Morgan Securities | Murrieta | CA | 10/2019 | Present |
| Jp Morgan Chase Bank, Na | Murrieta | CA | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-10 |
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