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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cape Cod National Golf Course | Brewster | MA | 06/2012 | 09/2019 |
| South Warf Yacht Yard | New Bedford | MA | 05/2017 | 08/2017 |
| Bluefins Sushi And Sake Bar | Chatham | MA | 11/2017 | 08/2018 |
| Hole In One Orleans Breakfast Cafe | Orleans | MA | 11/2017 | 02/2018 |
| Pokeworks | Burlington | VT | 09/2018 | 10/2019 |
| University Of Vermont | Burlington | VT | 01/2019 | 05/2019 |
| Mml Investors Services, Llc | Colchester | VT | 09/2019 | 07/2020 |
| The Carrick Group Llc | Plymouth | MA | 06/2020 | 05/2021 |
| Big Bear Mountain Resort | Big Bear Lake | CA | 11/2020 | 04/2021 |
| Fidelity Investments | Salt Lake City | UT | 09/2021 | 01/2023 |
| Pruco Securities Llc | South Jordan | UT | 06/2023 | 08/2023 |
| Hopkins Brewing Company | Salt Lake City | UT | 03/2022 | 03/2023 |
| Mml Investors Services, Llc | Park City | UT | 09/2023 | 02/2025 |
| Massachusetts Mutual Life Insurance Co | Park City | UT | 01/2024 | 02/2025 |
| J.P. Morgan Securities Llc | Park City | UT | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Park City | UT | 02/2025 | Present |
| 3 Carrots Inc | Salt Lake City | UT | 05/2024 | 06/2024 |
| Oasis Outsourcing | Brewster | MA | 09/2019 | 03/2020 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 09/2021 | 01/2023 |
| Prudential Financial | South Jordan | UT | 06/2023 | 08/2023 |
| Unemployed | Salt Lake City | UT | 06/2021 | 08/2021 |
| Unemployed | South Jordan | UT | 04/2023 | 05/2023 |
| Glenwild Golf Club And Spa | Park City | UT | 06/2024 | Present |
Entity Name: Glenwild Golf Club and Spa Investment related: No "Address: 7600 Glenwild Dr, Park City, UT 84098https://www.glenwildgolfclub.com/" Nature of the other business: Country Club Position/Title/Relationship: Employee/Contractor Start Date: 06/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Glenwild is a private golf and country club in which I am employed as an independent contractor working as a caddy. I do not work any set hours and transact directly with the members and their guests providing a high level of personalized service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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