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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| FL | RA | APPROVED | 2025-03-17 |
| CA | RA | APPROVED | 2025-03-14 |
| ID | RA | APPROVED | 2025-03-14 |
| WA | RA | APPROVED | 2025-03-13 |
Branch Locations
10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Plano | TX | 10/2020 | 06/2023 |
| Bank Of America | Lewisville | TX | 08/2018 | 09/2020 |
| Bliss Massage | Arlington | TX | 03/2017 | 04/2018 |
| Subway | Euless | TX | 04/2016 | 03/2017 |
| University Of North Texas | Denton | TX | 08/2018 | 05/2020 |
| Unemployed | Little Elm | TX | 05/2018 | 07/2018 |
| Jpmorgan Chase Bank Na | Plano | TX | 10/2020 | 06/2023 |
| Jpmorgan Chase Bank Na | Seattle | WA | 10/2023 | 03/2025 |
| Jpmorgan Securities Llc | Seattle | WA | 10/2023 | 03/2025 |
| Unemployed | Seattle | WA | 07/2023 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St, Bellevue | WA | 03/2025 | Present |
| Prosperity Bank | Frisco | TX | 06/2018 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
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