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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Davenport | IA | 09/2019 | 06/2022 |
| Northwest Bank & Trust Company | Davenport | IA | 01/2019 | 08/2019 |
| U.S. Bank | Bettendorf | IA | 01/2017 | 11/2018 |
| Wells Fargo Bank N.A. | Daveport | IA | 08/2011 | 01/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2019 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Des Moines | IA | 06/2022 | 02/2025 |
| Wells Fargo Bank | Moline | IL | 06/2022 | 02/2025 |
| J.P. Morgan Securities Llc | Moline | IL | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Moline | IL | 03/2025 | Present |
| Unemployed | Daveport | IA | 12/2018 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-10 |
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