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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
| CA | RA | APPROVED | 2026-06-16 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 04/2025 | 03/2026 |
| J.P. Morgan Securities Llc | Tempe | AZ | 04/2025 | 03/2026 |
| Statefarm | Tempe | AZ | 12/2024 | 02/2025 |
| Enterprise | Chandler | AZ | 11/2022 | 11/2024 |
| Twiggs Martini Bar And Bistro | Spokane | WA | 06/2019 | 01/2022 |
| Trugreen | Spokane | WA | 03/2017 | 06/2017 |
| Mcar- Out Of Business | San Diego | CA | 03/2015 | 12/2016 |
| Cold Beers And Cheeseburgers | Gilbert | AZ | 06/2022 | 10/2022 |
| Wood Fired Pizza Chandler Llc Craft 64 | Chandler | AZ | 03/2022 | 05/2022 |
| Shopko Operating Company Llc | Spokane | WA | 03/2018 | 03/2018 |
| Coleman World Group | Spokane | WA | 04/2018 | 06/2018 |
| Holiday Retirement - Historical Data | Spokane | WA | 01/2018 | 02/2018 |
| Burlington Stores | Spokane | AZ | 10/2017 | 01/2018 |
| Ambro Inc | Spokane | WA | 07/2017 | 10/2017 |
| Qualfon | Liberty Lake | WA | 04/2017 | 06/2017 |
| Himeji Castle Inc | San Diego | CA | 09/2016 | 09/2016 |
| Midway Auto Group | San Diego | CA | 01/2016 | 09/2016 |
| Unemployed | Spokane | WA | 01/2017 | 02/2017 |
| Unemployed | Chandler | AZ | 02/2022 | 02/2022 |
| Unemployed | Chandler | AZ | 03/2025 | 03/2025 |
| Trugreen | Spokane | WA | 06/2018 | 10/2018 |
| Trugreen | Spokane | WA | 04/2019 | 06/2019 |
| Unemployed | Spokane | WA | 11/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2026 | Present |
| Autonation Nissan | Tempe | AZ | 03/2025 | 04/2025 |
| Enterprise Mobility | Tempe | AZ | 11/2022 | 11/2024 |
| American Public University | Charlestown | WV | 06/2019 | 03/2022 |
| Washington State University | Pullman | WA | 09/2017 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-23 |
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