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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
| WA | RA | APPROVED | 2026-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Seattle | WA | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 08/2026 | Present |
| Designtheory Llc | Des Moines | WA | 07/2021 | Present |
| Wafd Wealth | Seattle | WA | 08/2025 | 04/2026 |
| Bank Of America/Merrill Lynch | Seattle | WA | 12/2003 | 08/2025 |
NAME OF OTHER BUSINESS:Designtheory LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Des Moines,WA,98198,USA NATURE OF OTHER BUSINESS:Landscape architect business YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2021-07-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:4 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Business taxes IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-14 |
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