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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Draper | UT | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Draper | UT | 06/2026 | Present |
| Bank Of America/Merrill Lynch | Ogden | UT | 01/2025 | 06/2026 |
| Morgan Stanley | Gilbert | AZ | 09/2024 | 01/2025 |
| Bank Of America | Chandler | AZ | 09/2021 | 12/2022 |
| Barton & Associates | Tempe | AZ | 07/2021 | 08/2021 |
| Larry H Miller Ford Mesa | Mesa | AZ | 11/2020 | 06/2021 |
| America First Credit Union | Tempe | AZ | 02/2020 | 10/2020 |
| Unemployed | Mesa | AZ | 10/2019 | 01/2020 |
| Timberline Exteriors | Ogden | UT | 06/2016 | 09/2019 |
| Merrill Lynch | Chandler | AZ | 12/2022 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
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