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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-21 |
| WA | RA | APPROVED | 2022-10-03 |
Branch Locations
187 Parfitt Way Sw, Bainbridge Island, WA 98110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Bainbridge Island | WA | 07/2019 | 08/2022 |
| J.P. Morgan Securities, Llc | Bainbridge Island | WA | 07/2019 | 08/2022 |
| Wells Fargo | Bainbridge Island | WA | 11/2016 | 07/2019 |
| Best Buy Inc, | Silverdale | WA | 02/2013 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bainbridge Island | WA | 08/2022 | Present |
| Bank Of America N.A. | Bainbridge Island | WA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-20 |
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