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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-12-04 |
| TX | RA | APPROVED_RES | 2019-12-03 |
Branch Locations
150 W University Dr, Floor 04, Tempe, AZ 85281 • United States
277 Park Ave, Floor 2, New York, NY 10172-0003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 10/2019 | Present |
| J.P Morgan Securities Llc | Scottsdale | AZ | 10/2019 | Present |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 10/2019 |
| Usaa Group | Phoenix | AZ | 11/2015 | 09/2019 |
| Usaa Financial Advisors, Inc | Phoenix | AZ | 11/2015 | 10/2019 |
| Usaa Financial Planning Services | Phoenix | AZ | 11/2015 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-12 |
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