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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-10 |
Branch Locations
1300 W Hwy 89A, Sedona, AZ 86336 • United States
402 Finnie Flat Rd, Camp Verde, AZ 86322 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Sedona | AZ | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Sedona | AZ | 08/2022 | Present |
| Marriot Vacations Worldwide | Sedona | AZ | 07/2021 | 04/2022 |
| Us Bank | Bend | OR | 11/2016 | 02/2020 |
| Worldmark By Wyndham | Seaside | OR | 10/2015 | 09/2016 |
| Unemployed | Cottonwood | AZ | 03/2020 | 06/2021 |
| Unemployed | Cottonwood | AZ | 05/2022 | 07/2022 |
| Unemployed | Colorado Springs | CO | 10/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-01 |
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