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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-02-15 |
Branch Locations
150 W University Dr Floor 02, Tempe, AZ 85281 • United States
Gilbert, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Puyallup | WA | 09/2015 | 07/2016 |
| Key Bank | Edgewood | WA | 07/2016 | 12/2017 |
| Key Investment Services | Edgewood | WA | 07/2016 | 12/2017 |
| Merrill Lynch Pierce Fenner & Smith Inc | Seattle | WA | 11/2017 | 09/2019 |
| Edward Jones | Puyallup | WA | 08/2019 | 02/2020 |
| Jpmorgan Chase Bank Na | Scottsdale | AZ | 11/2020 | Present |
| Jpmorgan Securities Llc | Scottsdale | AZ | 11/2020 | Present |
| Unemployed | Sumner | WA | 03/2020 | 10/2020 |
| Wells Fargo Bank, Na | Puyallup | WA | 09/2015 | 07/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
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