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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-10-04 |
| TX | RA | APPROVED | 2023-10-04 |
Branch Locations
3235 Chaska Blvd, Chaska, MN 55318 • United States
1424 Yankee Doodle Rd, Eagan, MN 55121 • United States
15103 Cedar Ave, Apple Valley, MN 55124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 03/2019 | 08/2023 |
| Wells Fargo Na | Minneapolis | MN | 09/2017 | 04/2019 |
| Bank Of America | Bloomington | MN | 03/2019 | 08/2023 |
| J.P. Morgan Securities Llc | Eagan | MN | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Eagan | MN | 10/2023 | Present |
| Unemployed | Bloomington | MN | 10/2013 | 09/2017 |
| Unemployed | Prior Lake | MN | 09/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
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