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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-04 |
Branch Locations
1744 East Southern Ave, Tempe, AZ 85282 • United States
3970 W. Ray Road, Chandler, AZ 85226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chandler | AZ | 12/2020 | Present |
| J.P. Morgan Securities Llc | Chandler | AZ | 05/2022 | Present |
| Brinker International Payroll Company, L.P. | Costa Mesa | CA | 03/2018 | 12/2020 |
| Bear Flag Fish Co. | Newport Beach | CA | 05/2017 | 03/2018 |
| Unemployed | Costa Mesa | CA | 06/2016 | 04/2017 |
| J&L Legacy Holdings Llc | Gilbert | AZ | 10/2025 | Present |
Entity Name: J&L Legacy Holdings LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment property owned with father
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-16 |
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