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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-06 |
| NV | RA | APPROVED | 2021-02-25 |
| TX | RA | APPROVED | 2020-05-20 |
Branch Locations
13501 Camino Del Sol, Sun City West, AZ 85375 • United States
1800 E Florida Ave, Floor 02, Hemet , CA 92544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A | Spring | TX | 10/2015 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Spring | TX | 10/2015 | 03/2018 |
| Empowered Home Pros | The Woodlands | TX | 04/2018 | 11/2020 |
| Jp Morgan Securities, Llc | Conroe | TX | 03/2020 | 02/2021 |
| Jp Morgan Chase Bank, N.A. | Conroe | TX | 03/2020 | 02/2021 |
| J.P. Morgan Securities Llc | Sun City West | AZ | 02/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Sun City West | AZ | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-30 |
| S66 | Uniform Combined State Law Examination | 2011-08-17 |
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