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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
| WA | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 10/2018 | 05/2019 |
| Windermere Real Estate | Seattle | WA | 05/2016 | 02/2017 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 02/2017 | 06/2017 |
| Windermere Real Estate | Poulsbo | WA | 06/2017 | 11/2017 |
| Nordstrom | Seattle | WA | 11/2017 | 12/2017 |
| Bank Of America, N.A. | Seattle | WA | 11/2018 | 05/2019 |
| Oppenheimer & Co, Inc | Seattle | WA | 06/2020 | 12/2022 |
| U.S. Bancorp Investments, Inc. | Seattle | WA | 09/2019 | 06/2020 |
| Unemployed | Poulsbo | WA | 06/2019 | 08/2019 |
| Unemployed | Poulsbo | WA | 01/2018 | 09/2018 |
| J.P. Morgan Securities Llc | Seattle | WA | 12/2022 | 10/2024 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 12/2022 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 10/2024 | 09/2025 |
| Bank Of America, N.A. | Bellevue | WA | 11/2024 | 09/2025 |
| J.P. Morgan Securities Llc | Seattle | WA | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-31 |
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