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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED_RES | 2023-09-18 |
Branch Locations
1820 W. Van Buren, Phoenix, AZ 85007 • United States
1528 E. Buckeye Road, Phoenix, AZ 85034 • United States
101 E Washington St Ste 120, Phoenix, AZ 85004 • United States
10116 W. Bell Road, Sun City, AZ 85351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2016 | 02/2018 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 02/2018 | 03/2022 |
| John Hancock Investment Management, Llc | Boston | MA | 11/2018 | 03/2022 |
| John Hancock Distributors Llc | Boston | MA | 08/2020 | 03/2022 |
| E*Trade Securities Llc | Sandy | UT | 04/2022 | 07/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2022 | 07/2023 |
| Morgan Stanley | Sandy | UT | 11/2022 | 07/2023 |
| J.P. Morgan Securities Llc | Phoenix | AZ | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Phoenix | AZ | 09/2023 | Present |
| Manulife Asset Management Llc | Boston | MA | 02/2018 | 11/2018 |
| Etrade | Sandy | UT | 04/2022 | 07/2023 |
| John Hancock Life Ins Co Usa | Boston | MA | 02/2018 | 03/2018 |
| Unemployed | Phoenix | AZ | 08/2023 | 08/2023 |
| Morgan Stanley | Sandy | UT | 03/2022 | 07/2022 |
| Harrisdirect Llc | Sandy | UT | 04/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-23 |
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