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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-02 |
Branch Locations
4350 Se Mile Hill Dr, Port Orchard, WA 98366 • United States
5225 Borgen Blvd Nw, Gig Harbor, WA 98332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Port Orchard | WA | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Port Orchard | WA | 11/2025 | Present |
| Massmutual Northwest | Seattle | WA | 12/2024 | 11/2025 |
| Mml Investors Services, Llc | Seattle | WA | 12/2024 | 11/2025 |
| Lullaby Rebel | Gig Harbor | WA | 09/2022 | 04/2025 |
| Us Navy | Silverdale | WA | 08/2002 | 02/2025 |
| H&R Block Inc | Gig Harbor | WA | 11/2022 | 11/2022 |
| Emerald Queen Casino | Tacoma | WA | 09/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-28 |
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