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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2023-08-22 |
| WA | RA | APPROVED | 2023-08-22 |
Branch Locations
4001 Chestnut St, Philadelphia, PA 19104 • United States
123 Chestnut Street, Philadelphia, PA 19106 • United States
1636 Walnut St, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Redmond | WA | 08/2013 | 10/2019 |
| First Tech Federal Credit Union | Sammamish | WA | 11/2019 | 02/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2020 | 07/2022 |
| E*Trade Securities Llc | Seattle | WA | 07/2022 | 04/2023 |
| Morgan Stanley | Kirkland | WA | 07/2022 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 04/2023 | 08/2023 |
| Bank Of America, N.A. | Bellevue | WA | 04/2023 | 08/2023 |
| J.P. Morgan Securities Llc | Everett | WA | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Everett | WA | 08/2023 | Present |
| Equitable Financial Life Ins Co | Bellevue | WA | 06/2020 | 07/2022 |
| Morgan Stanley | Kirkland | WA | 03/2023 | 04/2023 |
| Harrisdirect Llc | New York | NY | 07/2022 | 04/2023 |
| Equitable Advisors | New York | NY | 06/2020 | 07/2022 |
| Unemployed | New York | NY | 03/2020 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-30 |
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