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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-23 |
| CA | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2025-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bellevue | WA | 12/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 12/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sammamish | WA | 11/2022 | 12/2025 |
| Bank Of America | Sammamish | WA | 11/2022 | 12/2025 |
| First Financial Nw Bank | Issaquah | WA | 11/2020 | 11/2022 |
| Unemployed | Issaquah | WA | 09/2018 | 11/2020 |
| Bank Of America | Issaquah | WA | 05/2016 | 09/2018 |
NAME OF OTHER BUSINESS:Rental Property IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Sammamish ,WA,98029,USA NATURE OF OTHER BUSINESS:Rental Property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2023-11-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0.5 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I use management company to help me to manage the rental property. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
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