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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-24 |
Branch Locations
Scottsdale, AZ • United States
150 W University Dr Floor 02, Tempe, AZ 85281 • 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Scottsdale | AZ | 07/2023 | 05/2025 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 07/2023 | 01/2025 |
| Cold Beers And Cheeseburgers | Scottsdale | AZ | 05/2017 | 08/2019 |
| Loco Patron Brewery | Scottsdale | AZ | 05/2020 | Present |
| University Of Arizona | Tucson | AZ | 08/2019 | 05/2023 |
| Ihop | Scottsdale | AZ | 02/2017 | 05/2017 |
| Jordan Chapman, Goldbook Financial | Scottsdale | AZ | 07/2024 | 04/2025 |
| Alexander Lashkari, Goldbook Financial | Scottsdale | AZ | 12/2024 | 04/2025 |
| Unemployed | Scottsdale | AZ | 05/2015 | 01/2017 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 05/2025 | Present |
| J.P. Morgan Securities Llc | Tempe | AZ | 05/2025 | Present |
| Goldbook Financial | Scottsdale | AZ | 06/2023 | 06/2024 |
Entity Name: Loco Patron Brewery Investment related: No Address: 14950 N Northsight Blvd, Scottsdale, AZ 85260 https://www.locopatron.com/north-scottsdale-brewery Nature of the other business: Restaurant Position/Title/Relationship: Employee/Contractor Start Date: 05/18/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Server of food and beverages. Restaurant/Bar work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-29 |
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