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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-15 |
| WI | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2019 | 03/2022 |
| Unemployed | Madison | WI | 09/2017 | 05/2018 |
| Midamerica Agricultural Research | Verona | WI | 05/2015 | 08/2017 |
| Hy-Vee | Fitchburg | WI | 01/2019 | 04/2019 |
| Unemployed | Madison | WI | 06/2018 | 12/2018 |
| J.P. Morgan Securities Llc | Houston | TX | 04/2022 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 04/2022 | 10/2023 |
| Hy-Vee | Fitchburg | WI | 07/2013 | 08/2017 |
| J.P. Morgan Securities Llc | Bellaire | TX | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Bellaire | TX | 01/2024 | Present |
| Unemployed | Houston | TX | 11/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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