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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
| WA | RA | APPROVED | 2025-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bellevue | WA | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 11/2025 | Present |
| Morgan Stanley | Tacoma | WA | 07/2023 | 10/2025 |
| Unemployed | Tacoma | WA | 06/2023 | 07/2023 |
| Nationwide Mutual Ins Co | Lakewood | WA | 09/2021 | 05/2023 |
| Bank Of America | Tacoma | WA | 09/2017 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 09/2017 | 09/2021 |
| Wells Fargo | Seattle | WA | 01/2011 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-13 |
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