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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hy-Vee | Sioux Falls | SD | 08/2008 | 06/2019 |
| Thrivent Financial | Appleton | WI | 09/2019 | 04/2021 |
| Wells Fargo Bank, Na | Temple | TX | 05/2021 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Temple | TX | 05/2021 | 01/2025 |
| J.P. Morgan Securities Llc | Prescott | AZ | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Prescott | AZ | 04/2025 | Present |
| Unemployed | Prescott Valley | AZ | 02/2025 | 03/2025 |
| Unemployed | Sioux City | IA | 07/2019 | 08/2019 |
| Fedex Ground | Sioux City | IA | 01/2021 | 03/2021 |
Entity Name: Armand J and Kristi A Irrv TR Investment related: No Address: Private Residence Nature of the other business: Trust Position/Title/Relationship: Advisor/Officer Start Date: 05/07/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Trustee for Income producing land trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
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