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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-12-21 |
| TX | RA | APPROVED | 2021-12-02 |
| WA | RA | APPROVED | 2021-11-19 |
Branch Locations
555 110Th Ave Ne 10Th Fl, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Redmond | WA | 02/2021 | 08/2021 |
| J.P. Morgan Securities Llc | Redmond | WA | 02/2021 | 08/2021 |
| Archdiocese Of Seattle | Seattle | WA | 01/2019 | 10/2020 |
| Noth Sky Capital | Seattle | WA | 06/2017 | 03/2018 |
| Unemployed | Sammamish | WA | 05/2017 | 05/2017 |
| Unemployed | Sammamish | WA | 04/2018 | 12/2018 |
| Unemployed | Sammamish | WA | 11/2020 | 01/2021 |
| U.S. Bank, N.A. | Seattle | WA | 07/2011 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-16 |
| S66 | Uniform Combined State Law Examination | 2005-03-19 |
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