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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-30 |
| IA | RA | APPROVED | 2024-04-02 |
Branch Locations
6275 Mills Civic Pkwy, West Des Moines, IA 50266 • United States
350 Se Alice Rd, Waukee, IA 50263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Des Moines | IA | 06/2019 | 10/2021 |
| Tampa Hillsborough Economic Development Corporation | Tampa | FL | 11/2017 | 12/2017 |
| Coachup | Tampa | FL | 05/2016 | 12/2018 |
| Unemployed | New York | NY | 01/2019 | 05/2019 |
| Vxchnge | Tampa | FL | 08/2018 | 12/2018 |
| Bank Of America, N. A. | Des Moines | IA | 06/2019 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Des Moines | IA | 10/2021 | 03/2024 |
| J.P. Morgan Securities Llc | West Des Moines | IA | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | West Des Moines | IA | 04/2024 | Present |
| Tampa Hillsborough Economic Development Corporation | Tampa | FL | 06/2017 | 08/2017 |
RENTAL PROPERTY, INVT RELATED, 14927 Walnut Meadows Drive,URBANDALE, IOWA, 50323. Rental Property Co-Owner (50% OWNERSHIP) START DATE 3/15/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, NONE. Handled by a property management company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-16 |
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