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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| AZ | RA | APPROVED | 2021-03-22 |
Branch Locations
8200 E Via Paseo Del Norte, Scottsdale, AZ 85258 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Ferndale | WA | 08/2015 | 06/2020 |
| Jpmorgan Chase Bank, N.A. | Ferndale | WA | 05/2013 | 06/2020 |
| Mounts Espresso | Ferndale | WA | 09/2011 | 07/2017 |
| Equitable Advisors, Llc | Scottsdale | AZ | 07/2020 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 03/2021 | 03/2023 |
| J.P. Morgan Securities Llc | Scottsdale | AZ | 03/2021 | 03/2023 |
| Equitable Financial Life Insurance Co | Scottsdale | AZ | 07/2020 | 10/2020 |
| Unemployed | Scottsdale | AZ | 11/2020 | 02/2021 |
| Jp Morgan Chase Bank, N.A. | Scottsdale | AZ | 03/2023 | Present |
| J.P. Morgan Securities Llc | Scottsdale | AZ | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-11 |
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