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4415 E Lake Harriet Pkwy, Minneapolis, MN 55419 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-30 |
| NY | RA | APPROVED | 2026-07-30 |
| ME | RA | APPROVED | 2026-07-29 |
| MN | RA | APPROVED | 2026-07-29 |
| CA | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
Scarborough, ME • United States
4415 E Lake Harriet Pkwy, Minneapolis, MN 55419 • United States
10845 Griffith Peak Drive, 2/F, Las Vegas, NV 89135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
Branch Locations
10845 Griffith Peak Drive, 2/F, Las Vegas, NV 89135 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Chicago | IL | 02/2019 | 02/2019 |
| J.P. Morgan Investment Management Inc. | Chicago | IL | 02/2016 | 02/2019 |
| Geowealth Management, Llc | Chicago | IL | 02/2019 | 10/2024 |
| Creativeone Securities, Llc | Leawood | KS | 02/2021 | 10/2024 |
| Simplify Asset Management Inc. | Las Vegas | NV | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-03 |
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