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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED | 2025-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2022 | 05/2023 |
| Schultz Hospitality | Eugene | OR | 04/2021 | 06/2022 |
| All My Sons | Happy Valley | OR | 04/2020 | 12/2020 |
| Amazon | Troutdale | OR | 04/2020 | 06/2020 |
| Waverly | Oregon City | OR | 05/2018 | 08/2018 |
| University Of Oregon | Eugene | OR | 09/2018 | 06/2022 |
| Graduate Hotels | Eugene | OR | 09/2021 | 06/2022 |
| Leopold Farms | Boring | OR | 10/2017 | 11/2017 |
| American Golf Corporation | West Linn | OR | 06/2019 | 09/2019 |
| Skyhawk's Sports Academy Inc | Happy Valley | OR | 12/2019 | 11/2020 |
| 503 Events | Clackamas | OR | 04/2019 | 01/2021 |
| New Caps Llc | Clackamas | OR | 04/2018 | 05/2019 |
| Rip City Management | Portland | OR | 04/2018 | 10/2021 |
| Compass Group Usa | Camas | WA | 05/2018 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 01/2025 | Present |
| J.P. Morgan Securities Llc | Tempe | AZ | 01/2025 | Present |
| Marketing - 3 Elements | Mesa | AZ | 07/2023 | 12/2024 |
| Kimpton | Phoenix | AZ | 10/2023 | 09/2024 |
| Global Ambassador Management Llc | Scottsdale | AZ | 12/2023 | 01/2024 |
| Bank Of America Corporation | Chandler | AZ | 07/2022 | 05/2023 |
| Schultz Catering Eugene | Eugene | OR | 09/2021 | 06/2022 |
| Unemployed | Clackamas | OR | 01/2015 | 09/2017 |
| Unemployed | Happy Valley | OR | 11/2017 | 04/2018 |
| Unemployed | Mesa | AZ | 06/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-14 |
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