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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-22 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Bellevue | WA | 06/2014 | 04/2017 |
| Jp Morgan Chase Bank | Bellevue | WA | 03/2013 | 04/2017 |
| Jp Morgan Chase Bank, N.A. | Seattle | WA | 04/2017 | 08/2020 |
| Jp Morgan Securities Llc | Seattle | WA | 04/2017 | 08/2020 |
| New York Life Insurance Company | Bellevue | WA | 02/2025 | Present |
| Home Maker | Seattle | WA | 08/2020 | 02/2025 |
| Nylife Securities Llc | Bellevue | WA | 02/2025 | Present |
| Eagle Strategies Llc | Bellevue | WA | 08/2025 | Present |
| Wellness Financial & Insurance Solutions | Bellevue | WA | 11/2025 | Present |
[Paystrup-Scott LLC; Rental Properties; 8657 17th Ave SW, Seattle, WA 98106; . Business is rental property and occasionally remodeling and selling the properties too; 50% owner; since 11/2022; 15 hours a month to this business. 0 hours during trading hours; I collect rents, maintain property and hire independent contractors for repairs. ] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 7120 39th Ave SW, Seattle, WA 98136; start 01/2025; 10 hours per month, 2 hours during securities trading hours; non-investment related] [ Orza LLC; passive investor; since 2/2024; 0 hours a month spent on this; ballet dance shoes; 3406 walnut Ave SW, Seattle, WA 98116; investment related] [OPERATING UNDER THE DBA NAME OF WELLNESS FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (BELLEVUE, WA); START DATE: 11/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-08 |
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