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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-12 |
| WA | RA | APPROVED | 2024-01-12 |
Branch Locations
150 Logan Avenue S., Renton, WA 98057 • United States
3919 Factoria Blvd Se, Bellevue, WA 98006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank/Key Affiliates | Des Monies | WA | 05/2011 | 06/2017 |
| Key Investment Services Llc | Desmoines | WA | 02/2015 | 06/2017 |
| Hsbc Securities (Usa) Inc. | Seattle | WA | 06/2017 | 07/2022 |
| Hsbc Bank Usa, N.A. | Seattle | WA | 06/2017 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 07/2022 | 01/2024 |
| Bank Of America | Seattle | WA | 07/2022 | 01/2024 |
| J.P. Morgan Securities Llc | Renton | WA | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Renton | WA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-24 |
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