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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
| CA | RA | APPROVED | 2026-05-27 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
1201 Pacific Ave Ci Client Management, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2026 | Present |
| Arizona State University | Gilbert | AZ | 08/2016 | 08/2017 |
| Arizona State University | Gilbert | AZ | 01/2018 | 12/2018 |
| Strategic Consulting Llc | San Tan Valley | AZ | 10/2023 | 03/2024 |
| Genesis Global Recruiting Inc | San Tan Valley | AZ | 01/2023 | 09/2023 |
| Carrington Holding Co. Llc | Chandler | AZ | 10/2020 | 02/2022 |
| Quickenloans | Phoenix | AZ | 03/2020 | 09/2020 |
| Apple | San Tan Valley | AZ | 08/2017 | 05/2020 |
| J.P Morgan Securities Llc | Tempe | AZ | 06/2025 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 03/2024 | 06/2025 |
| Pinnacle Lending | Chandler | AZ | 02/2022 | 12/2023 |
| Innovation Refund | San Tan Valley | AZ | 01/2023 | 10/2023 |
| Bank Of America, N.A. | Chandler | AZ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-27 |
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