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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-05 |
| WA | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark Miller Subaru | Sandy | UT | 12/2018 | 01/2019 |
| Pacific Office Automation | West Valley | UT | 10/2018 | 11/2018 |
| Southtowne Mazda | Sandy | UT | 02/2018 | 10/2018 |
| Gus Paulos Chevrolet | West Valley | UT | 10/2017 | 02/2018 |
| Whipple Service Champions | Salt Lake City | UT | 03/2017 | 10/2017 |
| Ranlife Home Loans | Sandy | UT | 05/2016 | 03/2017 |
| E*Trade Securities Llc | Sandy | UT | 01/2019 | 05/2020 |
| Fidelity Investments | Salt Lake City | UT | 05/2020 | 12/2020 |
| E*Trade Securities Llc | Kirkland | WA | 12/2020 | 07/2023 |
| Morgan Stanley | Kirkland | WA | 03/2023 | 07/2023 |
| J.P. Morgan Securities Llc | Woodinville | WA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Woodinville | WA | 09/2023 | Present |
| Harrisdirect Llc | Kirkland | WA | 12/2020 | 07/2023 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 05/2020 | 12/2020 |
| Unemployed | Kirkland | WA | 07/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-25 |
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