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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | American Fork | UT | 06/2014 | 01/2019 |
| Edward Jones | Provo | UT | 01/2019 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Denton | TX | 02/2020 | Present |
| J.P. Morgan Securities Llc | Denton | TX | 02/2020 | Present |
| Unemployed | Payson | UT | 09/2019 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-25 |
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