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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
| WA | RA | APPROVED | 2024-05-16 |
Branch Locations
2902 164Th St Sw, Bldg A, Lynnwood,, WA 98087 • United States
4001 Alderwood Mall Blvd., Lynnwood, WA 98036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Edmonds | WA | 01/2022 | 06/2024 |
| J.P. Morgan Securities Llc | Edmonds | WA | 01/2022 | 06/2024 |
| Travis Credit Union | Vacaville | CA | 11/2018 | 12/2021 |
| Bank Of America | Folsom | CA | 05/2015 | 11/2018 |
| Jp Morgan Chase Bank, N.A. | Lynnwood | WA | 06/2024 | Present |
| J.P. Morgan Securities Llc | Lynnwood | WA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-19 |
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