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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-12 |
| WA | RA | APPROVED | 2025-02-12 |
Branch Locations
500 108Th Avenue, North East Suite 1900, 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 | 03/2020 | 04/2021 |
| J.P. Morgan Securities Llc | Redmond | WA | 05/2021 | 04/2022 |
| Unemployed | Sammamish | WA | 05/2011 | 02/2019 |
| Jp Morgan Chase | Redmond | WA | 03/2019 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 04/2022 | 01/2025 |
| Morgan Stanley | Bellevue | WA | 02/2025 | Present |
*628118 -Rental Property; Investment related: Yes; Sammamish, Washington; Rental Property, Co-Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-04 |
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