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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-19 |
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2026 | Present |
| 'ARizona State University | Tempe | AZ | 01/2018 | Present |
| Estrella Mountain Community College | Avondale | AZ | 08/2015 | Present |
| Bank Of America, N.A. | Chandler | AZ | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 01/2023 | 12/2023 |
| Diamondback Security Systems | Phoenix | AZ | 09/2020 | 12/2022 |
| Costco Wholesale | Paradise Valley | AZ | 03/2020 | 11/2020 |
| Sunwire | Scottsdale | AZ | 02/2020 | 03/2020 |
| Rally's Drive-In | Phoenix | AZ | 11/2019 | 02/2020 |
| Crackerbarrel Old Country Store | Goodyear | AZ | 09/2016 | 11/2019 |
| J.P. Morgan Securities Llc | Tempe | AZ | 01/2024 | 04/2026 |
| Topgolf | Glendale | AZ | 08/2018 | 05/2019 |
I*4748267, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Uber Technologies, Inc., Address: San Francisco, California, 94158, Investment Related: N, Position, Title, Association: ["Consultant/Independent Contractor"], Employee Start Date: 06/26/2026, No Hours: 16 Weekly, No Hours during Trading: 0 Weekly, Duties: Rideshare with personal vehicle on the weekends. Rideshare/delivery company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-23 |
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