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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Beaumont | TX | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Beaumont | TX | 10/2025 | Present |
| Wells Fargo | Orange | TX | 07/2024 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Orange | TX | 07/2024 | 10/2025 |
| U.S. Army Reserve | Houston | TX | 02/2019 | 02/2025 |
| Cooper's Hawk Winery | Town & Country | MO | 10/2022 | 01/2023 |
| Solace Hospital | Idaho Falls | ID | 04/2022 | 09/2022 |
| Leavitt Orthodontics | Pocatello | ID | 11/2021 | 04/2022 |
| Idaho Central Credit Union | Chubbuck | ID | 07/2020 | 11/2021 |
| Phil Meador Subaru | Pocatello | ID | 08/2019 | 07/2020 |
| 5Th Street Bagelry | Pocatello | ID | 11/2017 | 03/2019 |
| Fred Meyer Stores | Pocatello | ID | 03/2018 | 09/2018 |
| Laneige Llc | Pocatello | ID | 03/2017 | 05/2018 |
| Camp Perkins Lom | Stanley | ID | 04/2017 | 08/2017 |
| Unemployed | Pocatello | ID | 10/2015 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
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