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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Chicago | IL | 01/2020 | 03/2021 |
| Citibank, Na | Chicago | IL | 10/2018 | 01/2020 |
| Cardinal Group Management | Boise | ID | 10/2016 | 05/2018 |
| Unemployed | Na | ID | 06/2018 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 04/2021 | 02/2025 |
| Boise State University | Boise | ID | 01/2015 | 05/2018 |
| Bank Of America, N.A. | Newport Beach | CA | 10/2023 | 02/2025 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 03/2025 | Present |
Effective 3/3/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-11 |
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