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2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-01-21 |
Branch Locations
2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Mesa | AZ | 02/2014 | 09/2016 |
| Jpmorgan Chase Bank | Mesa | AZ | 02/2014 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gilbert | AZ | 08/2017 | 10/2020 |
| Unemployed | Gilbert | AZ | 09/2016 | 08/2017 |
| Bank Of America, N.A. | Gilbert | AZ | 05/2018 | 10/2020 |
| Watts Gwilliam & Co. | Gilbert | AZ | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-04 |
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