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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| WA | RA | APPROVED | 2018-07-18 |
Branch Locations
929 108Th Ave Ne Suite 720, Bellevue, WA 98004 • United States
Bellevue, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Sammamish | WA | 10/2015 | 05/2018 |
| Jp Morgan Chase Bank | Sammamish | WA | 10/2015 | 05/2018 |
| Tiaa | Bellevue | WA | 05/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Bellevue | WA | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
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