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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 06/2024 | Present |
| Tulane Center For Entrepreneurship | New Orleans | LA | 10/2021 | 05/2024 |
| Compass Financial Partners By Northwestern Mutual | Lake Forest | IL | 05/2022 | 08/2022 |
| Surus Llc | Lake Forest | IL | 05/2021 | 09/2021 |
| Surus Llc | Lake Forest | IL | 05/2020 | 10/2020 |
| Tulane University | New Orleans | LA | 08/2020 | 05/2024 |
| Unemployed | Lake Forest | IL | 06/2014 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-09 |
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