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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-13 |
| TX | RA | APPROVED | 2021-12-08 |
Branch Locations
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
2910 Washington Boulevard, Ogden, UT 84401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Denver | CO | 07/2016 | 02/2019 |
| Morgan Stanley Services Group Inc. | Denver | CO | 03/2017 | 02/2019 |
| Jp Morgan Securities, Llc | Denver | CO | 02/2019 | 03/2020 |
| Jp Morgan Chase Bank, N.A. | Denver | CO | 02/2019 | 03/2020 |
| Morgan Stanley | Denver | CO | 03/2020 | 10/2021 |
| J.P. Morgan Securities Llc | Ogden | UT | 10/2021 | Present |
| Jp Morgan Chase Bank, N.A. | Denver | CO | 10/2021 | 09/2025 |
| Morgan Stanley | Denver | CO | 05/2013 | 02/2019 |
| The Stone Shop, Inc | Northglenn | CO | 07/2025 | Present |
Entity Name: The Stone Shop, Inc Investment related: No Address: 10901 Irma Drive Northglenn, CO 80233 Nature of the other business: Stone Product Sales Position/Title/Relationship: Owner/Partner Start Date: 07/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Company creates custom granite, marble, solid surface and stone countertops for commercial and high end retail buildings. Co-owner. My duties will be possibly pay bills which would account for less than 10 hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-27 |
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