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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED_RES | 2023-03-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2018 | 06/2020 |
| First Convenience Bank | Scottsdale | AZ | 10/2017 | 06/2018 |
| The Home Depot | Lawton | OK | 07/2012 | 10/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 12/2021 | 02/2023 |
| Uber | Gilbert | AZ | 04/2018 | 02/2023 |
| J.P. Morgan Securities Llc | Chandler | AZ | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Chandler | AZ | 03/2023 | Present |
| Lowes | Austin | TX | 07/2020 | 08/2020 |
| Bank Of America | Chandler | AZ | 07/2018 | 06/2020 |
| Vanguard Advisers, Inc | Scottsdale | AZ | 12/2021 | 02/2023 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 12/2021 | 02/2023 |
| Concept Insulation And Gutters, Llc | Lawton | OK | 08/2020 | 10/2021 |
| B & B Services | Lawton | OK | 08/2020 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
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