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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ 85018-2719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Phoenix | AZ | 02/2026 | Present |
| J.P. Morgan Securities Llc | Phoenix | AZ | 02/2026 | Present |
| Morgan Stanley | Gilbert | AZ | 01/2025 | 01/2026 |
| Fidelity Investments | Salt Lake City | UT | 06/2023 | 12/2024 |
| Utah Valley University | Orem | UT | 01/2021 | 12/2024 |
| Squire & Company | Orem | UT | 01/2023 | 04/2023 |
| Wells Fargo | Orem | UT | 03/2022 | 11/2022 |
| E Trade Financial | Sandy | UT | 10/2021 | 12/2021 |
| Northwestern Mutual | Provo | UT | 05/2021 | 10/2021 |
| Unemployed | Mesa | AZ | 08/2020 | 12/2020 |
| Core Construction Inc | Phoenix | AZ | 05/2020 | 07/2020 |
| Engagex | Provo | UT | 03/2020 | 07/2020 |
| Unemployed | Mesa | AZ | 01/2020 | 02/2020 |
| Amazon | Phoenix | AZ | 11/2019 | 12/2019 |
| Unemployed | Mesa | AZ | 01/2016 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-27 |
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