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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| AZ | RA | APPROVED | 2023-12-21 |
Branch Locations
370 S Cleveland Ave, Westerville, OH 43081 • United States
150 W University Dr, Floor 04, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Southlake | TX | 11/2019 | 11/2020 |
| Soundstorming, Inc. | Culver City | TX | 04/2019 | 11/2019 |
| Circle G Property Services | Ft. Worth | TX | 05/2018 | 07/2018 |
| Texas A&M University | College Station | TX | 09/2014 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 11/2020 | 12/2023 |
| J.P. Morgan Securities Llc | Tempe | AZ | 11/2020 | Present |
| Td Ameritrade | Southlake | TX | 12/2019 | 11/2020 |
| Grant Thornton, Llp | Dallas | TX | 01/2018 | 01/2018 |
| Jkl Books | Laveen | AZ | 06/2025 | Present |
Entity Name: JKL Books Investment related: No Address: Private Residence Nature of the other business: Children's Books Position/Title/Relationship: Owner/Partner Start Date: 06/03/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife will be creating children's books. I would simply be helping in an administrative capacity. It is not tied to my role and there is no connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-04 |
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