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66 Husdson Boulevard East, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-27 |
| WA | RA | APPROVED | 2024-08-19 |
Branch Locations
920 5Th Avenue Suite 1375, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Washington University | Bellingham | WA | 09/2014 | 06/2018 |
| Western Washington University | Bellingham | WA | 03/2017 | 06/2018 |
| J.P. Morgan Securities Llc | Seattle | WA | 06/2018 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 06/2018 | 01/2020 |
| Menchies Frozen Yogurt | Seattle | WA | 08/2017 | 09/2017 |
| Hsbc Bank Usa, N.A. | Belleview | WA | 01/2020 | Present |
| Hsbc Securities (Usa) Inc. | Belleview | WA | 02/2020 | Present |
Dual hatted as agent of HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA N.A., offering whole life, universal life, term life, and other types of insurance. Annuities and variable life insurance products are offered by HSBC Securities (USA) Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-22 |
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