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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-23 |
| CA | RA | APPROVED | 2022-06-06 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Mesa | AZ | 01/2016 | 11/2018 |
| Jp Morgan Chase Bank | Mesa | AZ | 10/2014 | 11/2018 |
| Jp Morgan Securities Llc | Bellevue | WA | 11/2018 | 12/2018 |
| Jp Morgan Chase Bank | Bellevue | WA | 11/2018 | 12/2018 |
| Keybank | Bellevue | WA | 02/2019 | 08/2019 |
| Key Investment Services | Bellevue | WA | 03/2019 | 08/2019 |
| Bank Of America, N.A. | Bellevue | WA | 04/2020 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 09/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2022 | Present |
| Bank Of America, N.A. | Mesa | AZ | 01/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-23 |
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