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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-24 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
150 W University Drive, Tempe, AZ 85281 • United States
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 06/2026 | Present |
| Unemployed | Scottsdale | AZ | 05/2026 | 06/2026 |
| Morgan Stanley | Tempe | AZ | 06/2022 | 05/2026 |
| Merrill | Chandler | AZ | 09/2012 | 06/2022 |
| Elevate Capital Group | Scottsdale | AZ | 06/2026 | Present |
Entity Name: Elevate Capital Group Investment related: No Address: Private Residence Nature of the other business: Holding Company Position/Title/Relationship: Owner/Partner Start Date: 06/05/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a holding company for 3 franchise sandwich shops with Sourdough & Co. I am a co-owner who may help with bookkeeping on occasion but have no other responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-18 |
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