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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| WA | RA | APPROVED | 2025-10-08 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 01/2021 | 02/2022 |
| J.P. Morgan Securities Llc | Seattle | WA | 02/2022 | 05/2023 |
| Amazon | Seattle | WA | 11/2020 | 04/2021 |
| Farmers Insurance - Ozzy Demir Agency | Bellevue | WA | 11/2020 | 12/2020 |
| Marriott Vacations Worldwide | Carmel | CA | 06/2019 | 10/2020 |
| Brighton Management | San Jose | CA | 03/2019 | 05/2019 |
| Marriott Vacations Worldwide | Carmel | CA | 12/2017 | 03/2019 |
| Broughton Hotels | Anchorage | AK | 11/2016 | 03/2017 |
| Holland America Line | Anchorage | AK | 10/2015 | 11/2016 |
| Unemployed | Seattle | WA | 10/2020 | 10/2020 |
| Broughton Hotels | Monterey | CA | 03/2017 | 12/2017 |
| Hyatt Regency Bellevue | Bellevue | WA | 04/2021 | 01/2022 |
| Jpmorgan Chase Bank N.A | Seattle | WA | 02/2022 | 05/2023 |
| Fidelity Investments | Bellevue | WA | 06/2023 | 09/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Morgan Stanley | Kirkland | WA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-23 |
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