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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-28 |
| TX | RA | APPROVED | 2025-07-25 |
Branch Locations
3620 N. Central Ave, Phoenix, AZ 85012 • United States
2950 W. Peoria Ave, Phoenix, AZ 85029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Investment Services Company | Phoenix | AZ | 09/2022 | 07/2025 |
| Usaa Life Insurance Co/Usaa Group | Phoenix | AZ | 10/2019 | 07/2025 |
| Independent Insurance Agent/Php Agency Inc | Glendale | AZ | 07/2019 | 09/2019 |
| New York Life | Scottsdale | AZ | 11/2018 | 07/2019 |
| American National Insurance Company | Tempe | AZ | 09/2012 | 12/2018 |
| Cgftn/Church Of God For The Nations | Phoenix | AZ | 02/2025 | Present |
| J.P. Morgan Securities Llc | Phoenix | AZ | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Phoenix | AZ | 07/2025 | Present |
Name of Business: CGFTN/Church of God for the Nations; Is business investment-related: No; Address of the other business: 6145 N 36th Dr Phoenix, AZ 85019. Nature of the other business: Religion/Ministry. Position/Title: Worship Team Member. Start date of your relationship: 02/25/2025. Approximate number of hours/months you devote to the other business: 32 hours a month; Number of hours you devote to the business during securities trading hours: None. Brief describe your duties relating to the other business: Provide music support as part of the worship team for a local faith-based organization (church). Responsibilities include playing instruments, participating in rehearsals, and performing during services and prayer gatherings. This role involves no investment-related duties or financial products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-23 |
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