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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-13 |
| TX | RA | APPROVED | 2023-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregon State University | Corvallis | OR | 09/2011 | 12/2016 |
| Global Grid Telecom. Inc | Corvallis | OR | 06/2013 | 09/2016 |
| Abel Estravis | Corvallis | OR | 12/2016 | 08/2017 |
| Green Keys Property Management, Llc | Portland | OR | 07/2017 | 08/2017 |
| K5 Property Management, Llc/Mcgehee Const Llc | Portland | OR | 08/2017 | 05/2018 |
| Unemployed | Mexico | 06/2018 | 03/2019 | |
| Beaverton Infiniti | Portland | OR | 04/2019 | 09/2019 |
| Unemployed | Portland | OR | 10/2019 | 11/2019 |
| Axa Advisors, Llc | New York | NY | 12/2019 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 09/2020 | 09/2023 |
| Bank Of America N.A. | Portland | OR | 09/2020 | 09/2023 |
| J.P. Morgan Securities Llc | Portland | OR | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 10/2023 | Present |
| Unemployed | Portland | OR | 06/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-22 |
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