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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-07 |
| TX | RA | APPROVED | 2024-05-06 |
Branch Locations
150 W University Dr, Floor 04, Tempe , AZ 85281 • United States
Chandler, AZ • United States
Chandler, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2015 | 02/2017 |
| Camarda Wealth Advisory Group | Fleming Island | FL | 02/2017 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2017 | 01/2019 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2019 | 11/2020 |
| Robinhood Financial, Llc | Tempe | AZ | 11/2020 | 10/2022 |
| Morgan Stanley | Gilbert | AZ | 10/2022 | 01/2023 |
| Morgan Stanley | Tempe | AZ | 01/2023 | 07/2023 |
| J.P. Morgan Securities Llc | Tempe | AZ | 04/2024 | Present |
| Costco Wholesale | Gilbert | AZ | 02/2024 | 04/2024 |
| Uber | Chandler | AZ | 12/2023 | Present |
| Unemployed | Chandler | AZ | 08/2023 | 11/2023 |
?the name of the other business: Uber ?whether the business is investment-related: NOT Investment Related ?the address of the other business: 1725 W Pelican Dr, Chandler, AZ 85286 ?the nature of the other business: providing rides as arranged on the app ?your position: Driver ?title, or relationship with the other business: contracted employee ?the start date of your relationship: 12/2023 ?the approximate number of hours/month you devote to the other business: 45 hours per month ?the number of hours you devote to the other business during securities trading hours: none ?and briefly describe your duties relating to the other business: provide individual rides to customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-30 |
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