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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-06 |
| TX | RA | APPROVED | 2024-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Global Advisors | Boston | MA | 10/2019 | 04/2022 |
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 10/2019 | 04/2022 |
| Miles Capital | Des Moines | IA | 05/2018 | 08/2018 |
| Nationwide Insurance/Innosource Inc | Des Moines | IA | 05/2017 | 08/2017 |
| Iowa State Memorial Union | Ames | IA | 10/2015 | 05/2019 |
| Unemployed | Des Moines | IA | 05/2019 | 10/2019 |
| John Hancock Investment Managenent | Boston | MA | 06/2023 | 11/2024 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 06/2023 | 11/2024 |
| Envestnet Financial Technologies/Envestnet, Inc. | Scottsdale | AZ | 05/2022 | 04/2023 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 12/2024 | Present |
| J.P. Morgan Securities Llc | Tempe | AZ | 12/2024 | Present |
| John Hancock Investment Management Llc | Boston | MA | 07/2023 | 11/2024 |
| State Street Corp | Boston | MA | 10/2019 | 04/2022 |
| Unemployed | Scottsdale | AZ | 05/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-18 |
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