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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
| WA | RA | APPROVED | 2025-10-02 |
Branch Locations
8105 Lake Ballinger Way, Edmonds, WA 98026 • United States
4190 Austin Bluffs Pkwy, Flr 01, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Edmonds | WA | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Edmonds | WA | 09/2025 | Present |
| Unemployed | Carlsbad | CA | 05/2025 | 09/2025 |
| Morgan Stanley | Roseville | CA | 04/2020 | 05/2025 |
| Unemployed | Sandy | UT | 03/2020 | 03/2020 |
| Equitable Advisors/Axa Advisors | Cottonwood Heights | UT | 07/2019 | 02/2020 |
| Unemployed | Sandy | UT | 05/2019 | 06/2019 |
| Lpl/Ranstad | San Diego | CA | 11/2018 | 04/2019 |
| Unemployed | Salt Lake City | UT | 09/2017 | 10/2018 |
| Omni Hotels | Carlsbad | CA | 06/2017 | 08/2017 |
| Unemployed | Salt Lake City | UT | 09/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-27 |
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