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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-02-28 |
| TX | RA | APPROVED | 2023-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2020 | 12/2022 |
| 2313 Inc. | Farmington Hills | MI | 06/2019 | 08/2019 |
| North Slope Capital Advisors | Denver | CO | 06/2018 | 08/2018 |
| Unemployed | Ann Arbor | MI | 09/2019 | 07/2020 |
| Unemployed | Ann Arbor | MI | 09/2018 | 05/2019 |
| Unemployed | Ann Arbor | MI | 09/2016 | 05/2018 |
| J.P. Morgan Securities Llc | Chicago | IL | 01/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-15 |
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