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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| WA | RA | APPROVED | 2026-05-21 |
Branch Locations
5723 N 26Th St, Tacoma, WA 98407 • United States
32000 Pacific Highway S., Federal Way, WA 98003 • United States
4190 Austin Bluffs Pkwy, Flr 01, Colorado Springs, CO 80918 • United States
5004 Pt. Fosdick Dr. Nw, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Port Orchard | WA | 10/2017 | 11/2023 |
| J.P. Morgan Securities Llc | Gig Harbor | WA | 07/2021 | 11/2023 |
| Ocean 5/Table 47/Harbor 05 Llc | Gig Harbor | WA | 01/2019 | 04/2026 |
| Jw Restaurant | Gig Harbor | WA | 08/2017 | 10/2018 |
| Moctezuma's Restaurant | Silverdale | WA | 04/2014 | 07/2017 |
| Key Investment Services Llc | Brooklyn | OH | 11/2023 | 03/2024 |
| Keybank | Gig Harbor | WA | 11/2023 | 02/2024 |
| J.P. Morgan Securities Llc | Tacoma | WA | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Tacoma | WA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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