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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Tucson | AZ | 01/2020 | 07/2021 |
| J.P. Morgan Securities Llc | Tucson | AZ | 01/2020 | 07/2021 |
| Citigroup/Citibank | Tucson | AZ | 01/2015 | 07/2019 |
| P2 Virtual Call Center | Tucson | AZ | 01/2016 | 12/2019 |
| P2 Food Deliveries Llc | Tucson | AZ | 06/2017 | Present |
| Wells Fargo Bank, Na | Tucson | AZ | 10/2022 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Tucson | AZ | 10/2022 | 06/2025 |
| J.P. Morgan Securities Llc | Tucson | AZ | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Tucson | AZ | 06/2025 | Present |
| Over Flow Communication Solutions Llc | Tucson | AZ | 04/2021 | Present |
| Oneaz Credit Union | Tucson | AZ | 08/2021 | 07/2022 |
Entity Name: P2 Food Deliveries LLC Investment related: No Address: Private Residence Nature of the other business: Food Delivery Position/Title/Relationship: Owner/Partner Start Date: 06/05/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Food Delivery for restaurants family business, not investment related and not finical. Entity Name: Over Flow Communication Solutions LLC Investment related: No Address: Private Residence OVFCS.com Nature of the other business: Customer Service Position/Title/Relationship: Owner/Partner Start Date: 04/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Providing general phone customer service for companies that need the service, none investment or financial related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-01 |
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