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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-02-26 |
Branch Locations
3572 S Power Rd, Gilbert, AZ 85234 • United States
9155 E Baseline Rd, Mesa, AZ 85209 • United States
802 North Gilbert Road, Gilbert, AZ 85234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Gilbert | AZ | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Gilbert | AZ | 02/2026 | Present |
| Morgan Stanley | Gilbert | AZ | 11/2021 | 02/2026 |
| The Vanguard Group | Gilbert | AZ | 12/2020 | 11/2021 |
| Unemployed | Scottsdale | AZ | 11/2020 | 11/2020 |
| The Vanguard Group | Scottsdale | AZ | 07/2020 | 10/2020 |
| Mcdonalds | Livingston | CA | 08/2015 | 06/2020 |
| Applebee's | Turlock | CA | 01/2019 | 04/2019 |
| Sherwin Williams | Turlock | CA | 05/2018 | 01/2019 |
| Ross | Turlock | CA | 05/2018 | 08/2018 |
| Quad | Merced | CA | 01/2018 | 05/2018 |
| Merced County Office Of Education | Merced | CA | 06/2017 | 01/2018 |
| Marcom Strategies | Merced | CA | 06/2017 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-25 |
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