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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Aurora | CO | 09/2021 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Aurora | CO | 09/2021 | 01/2025 |
| Us Bank | Denver | CO | 05/2021 | 09/2021 |
| Lehigh University | Bethlehem | PA | 08/2016 | 05/2020 |
| Lehigh University | Bethlehem | PA | 09/2016 | 03/2020 |
| American Income Life Insurance Company | Waco | TX | 06/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aurora | CO | 01/2025 | 06/2026 |
| Bank Of America, N.A. | Aurora | CO | 03/2025 | 06/2026 |
| Pnc Wealth Management | Englewood | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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