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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-24 |
| WA | RA | APPROVED | 2025-07-24 |
Branch Locations
1195 Nw Gilman Blvd, Issaquah, WA 98027 • United States
6160 E Lake Sammamish Pkwy Se Ste C, Issaquah, WA 98029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sammamish | WA | 10/2019 | 04/2024 |
| Bank Of America, N.A. | Sammamish | WA | 10/2019 | 04/2024 |
| Bank Of America, N.A. | San Francisco | CA | 11/2014 | 06/2018 |
| Unemployed | Sammamish | WA | 07/2018 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 04/2024 | 05/2025 |
| Wells Fargo Bank Na | Seattle | WA | 04/2024 | 05/2025 |
| J.P. Morgan Securities Llc | Issaquah | WA | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Issaquah | WA | 07/2025 | Present |
| Unemployed | Sammamish | WA | 06/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-08 |
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