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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-09 |
| WA | RA | APPROVED | 2024-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Maple Valley | WA | 10/2015 | 09/2022 |
| University Of Washington | Bothell | WA | 09/2017 | 06/2019 |
| Transamerica Financial Advisors, Inc | Bellevue | WA | 01/2023 | 10/2023 |
| World Financial Group, Inc. | Bellevue | WA | 10/2022 | 10/2023 |
| Amazon | Bellevue | WA | 10/2022 | 04/2024 |
| Bank Of America Merrill Lynch | Bellevue | WA | 10/2015 | 09/2022 |
| J.P. Morgan Securities Llc | Bellevue | WA | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 04/2024 | Present |
| Ifg-International Financial Group | Bellevue | WA | 04/2024 | 04/2024 |
| Massachusetts Mutual Life Insurance Co | Bellevue | WA | 11/2015 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-05 |
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