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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-09 |
| WA | RA | APPROVED | 2025-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Mercer Island | WA | 12/2025 | Present |
| J.P. Morgan Securities Llc | Mercer Island | WA | 12/2025 | Present |
| Unemployed | Bellevue | WA | 11/2025 | 11/2025 |
| Allstate Financial Services | Lincoln | NE | 08/2025 | 10/2025 |
| Allstate Financial Advisors Llc | Lincoln | NE | 07/2025 | 10/2025 |
| Allstate Financial Services, Llc | Lincoln | NE | 07/2025 | 10/2025 |
| Unemployed | Bellevue | WA | 03/2025 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2020 | 02/2025 |
| Bank Of America | Charlotte | NC | 01/2020 | 02/2025 |
| Momac Mex Inc | Mercer Island | WA | 05/2012 | 12/2019 |
| Momac Inc Dba Subway | Mercer Island | WA | 06/2011 | 12/2019 |
Entity Name: License Corporation Investment related: No Address: www.licensecorporation.com Jackson Hole, Wyoming Nature of the other business: Artificial Intelligence Position/Title/Relationship: Owner/Partner Start Date: 04/22/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am angel investing in this startup for the purposes of an equity stake in the business. I have no role in the business apart from being an angel investor. The company is still in the startup phase and is not publicly listed. This business uses AI to help companies stay licensed and in compliance with state specific rules. It also helps states identify companies that are operating without a business license and capture that revenue.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-21 |
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