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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-09 |
Branch Locations
150 W University Dr Floor 02, Tempe, AZ 85281 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group Inc | Scottsdale | AZ | 08/2018 | 11/2020 |
| Arizona Kidney Disease & Hypertension Center | Prescott | AZ | 10/2016 | 08/2018 |
| Good Samaritan Society | Prescott | AZ | 03/2016 | 12/2016 |
| Camelback Sports Therapy | Phoenix | AZ | 09/2017 | 10/2017 |
| Mahalo Made | Phoenix | AZ | 08/2019 | 01/2023 |
| Robinhood Financial Llc | Tempe | AZ | 11/2020 | 10/2022 |
| Morgan Stanley Smith Barney Llc | Tempe | AZ | 10/2022 | 07/2023 |
| Fidelity Investments | Phoenix | AZ | 09/2023 | 07/2024 |
| Unemployed | Phoenix | AZ | 08/2023 | 08/2023 |
| Jpmorgan Chase Bank Na | Tempe | AZ | 07/2024 | Present |
| Jpmorgan Securities Llc | Tempe | AZ | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-17 |
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