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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| AZ | RA | APPROVED | 2024-09-26 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2022 | 04/2023 |
| Premier Lending Inc | Phoenix | AZ | 04/2021 | 05/2022 |
| Wintrust Mortgage | Phoenix | AZ | 09/2020 | 11/2021 |
| Zions Bancorp | Scottsdale | AZ | 02/2020 | 10/2020 |
| Paychex | Phoenix | AZ | 02/2019 | 02/2020 |
| Benjamin Backus | Phoenix | AZ | 11/2017 | 02/2019 |
| Usaa | Phoenix | AZ | 11/2016 | 02/2018 |
| Us Bank | Scottsdale | AZ | 06/2016 | 11/2016 |
| J.P. Morgan Securities Llc | Tempe | AZ | 04/2023 | Present |
| Unemployed | Phoenix | AZ | 06/2022 | 06/2022 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-16 |
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