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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED | 2025-07-18 |
Branch Locations
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 02/2022 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 02/2022 | 04/2025 |
| Altabank | Highland | UT | 03/2021 | 02/2022 |
| The Domani Group | Orem | UT | 05/2020 | 02/2021 |
| Christmas Tree Farm | Lehi | UT | 10/2019 | 12/2019 |
| Uber (Lyft) | Mesa | AZ | 08/2018 | 12/2018 |
| Safeway | Morgan Hill | CA | 03/2017 | 12/2017 |
| Utah Valley University | Orem | UT | 08/2019 | 12/2021 |
| Arizona State University | Tempe | AZ | 08/2017 | 08/2019 |
| Unemployed | Morgan Hill | CA | 04/2016 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2025 | Present |
| Bank Of America, N.A. | Chandler | AZ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-03 |
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