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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-15 |
| CO | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
12860 W Alameda Pkwy, Lakewood, CO 80228 • United States
5500 W. Alameda Avenue, Lakewood, CO 80226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Lakewood | CO | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Lakewood | CO | 01/2026 | Present |
| Wells Fargo | Littleton | CO | 09/2024 | 01/2026 |
| Tiaa | Denver | CO | 07/2021 | 09/2024 |
| 5280 Community Waste Solutions | Denver | CO | 06/2023 | 05/2024 |
| Home Depot | Golden | CO | 05/2022 | 05/2022 |
| First Citizens Bank | Charlotte | NC | 02/2020 | 06/2021 |
| Unemployed | Charlotte | NC | 01/2020 | 01/2020 |
| Hendrick Automotive Group | Charlotte | NC | 07/2019 | 12/2019 |
| Chipotle | Monroe | NC | 09/2018 | 06/2019 |
| Buffalo Wild Wings | Monroe | NC | 09/2017 | 09/2018 |
| Mcdonald's | Monroe | NC | 06/2017 | 10/2017 |
| Unemployed | Peachland | NC | 01/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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