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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-23 |
| AZ | RA | APPROVED | 2024-12-16 |
Branch Locations
10 S Dearborn St, Floor 12, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 09/2024 | Present |
| Lifetime Fitness | Beachwood | OH | 05/2023 | 09/2023 |
| Lifetime Fitness | Beachwood | OH | 08/2022 | 10/2022 |
| Stephens Inc | Little Rock | AR | 11/2022 | 05/2023 |
| City Of Scottsdale | Scottsdale | AZ | 12/2023 | 08/2024 |
| Nbt Bank | Norwich | NY | 06/2021 | 11/2021 |
| New Webley Llc/The Wembley Club | Chagrin Falls | OH | 05/2023 | 09/2023 |
| Fedex Ground | Twinsburg | OH | 11/2021 | 02/2022 |
| Unemployed | Cleveland | OH | 09/2014 | 05/2021 |
| Unemployed | Cleveland | OH | 03/2022 | 07/2022 |
| Lifetime Fitness | Scottsdale | AZ | 10/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-20 |
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