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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-10-07 |
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 |
|---|---|---|---|---|
| Mwr | China Lake | CA | 01/2015 | 11/2018 |
| Anheuser-Busch | Sylmar | CA | 11/2018 | 01/2022 |
| Avis | Ridgecrest | CA | 03/2018 | 06/2018 |
| Stater Brothers | Palmdale | CA | 11/2016 | 04/2017 |
| Wells Fargo Bank, Na | Leawood | KS | 01/2022 | 07/2024 |
| Amazon Flex | Kansas City | ID | 07/2024 | 01/2025 |
| Monte Folsom Insurance Agency | Boise | ID | 01/2025 | 08/2025 |
| J.P. Morgan Securities Llc | Boise | ID | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boise | ID | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
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