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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED | 2022-05-03 |
Branch Locations
480 Pierce St Floor 02, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Crossings At Carlsbad | Carlsbad | CA | 01/2015 | 06/2016 |
| Self Employed | Solana Beach | CA | 04/2014 | 08/2025 |
| Kestra Financial Services, Inc | Carlsbad | CA | 01/2019 | 02/2019 |
| Morgan Stanley | La Jolla | CA | 04/2019 | 04/2022 |
| J.P. Morgan Securities, Llc | Palm Beach Gardens | FL | 04/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 04/2022 | Present |
| Stone Beacon Capital | Carlsbad | CA | 04/2018 | 02/2019 |
| Unemployed | San Diego | CA | 02/2019 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-12 |
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