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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
1201 Pacific Ave Ci Client Management, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Tempe | AZ | 01/2020 | 04/2025 |
| Jpmorgan Securities Llc | Tempe | AZ | 01/2023 | 04/2025 |
| Ziprecruiter | Tempe | AZ | 02/2019 | 09/2019 |
| Wells Fargo | Tempe | AZ | 11/2016 | 11/2018 |
| Freeway Insurance | Phoenix | AZ | 06/2015 | 10/2016 |
| Unemployed | Phoenix | AZ | 12/2018 | 01/2019 |
| Unemployed | Phoenix | AZ | 10/2019 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2025 | Present |
| Bank Of America, N.A. | Chandler | AZ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-07 |
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