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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED_RES | 2025-02-15 |
Branch Locations
201 S Main St Floor 13, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 06/2016 | 05/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | 05/2017 |
| Charles Schwab & Co., Inc. | Cottonwood Heights | UT | 05/2019 | 02/2025 |
| Charles Schwab Bank, Ssb | Cottonwood Heights | UT | 05/2019 | 02/2025 |
| Unemployed | Lynn | MA | 06/2017 | 04/2019 |
| Td Ameritrade, Inc. | Cottonwood Heights | UT | 01/2023 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Cottonwood Heights | UT | 01/2023 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Salt Lake City | UT | 02/2025 | Present |
| J.P. Morgan Securities Llc | Salt Lake City | UT | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-31 |
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