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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-09-04 |
Branch Locations
450 Nw Franklin Ave, Bend, OR 97701 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bend | OR | 01/2022 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Bend | OR | 01/2022 | 08/2023 |
| Northwest Natural Spirits Dba Wild Roots Spirits/Cascade Spirits | Portland | OR | 04/2019 | 07/2021 |
| Full Throttle Spirits And Saloon | Trimble | TN | 06/2014 | 05/2019 |
| Republic National Distribution Llc | Grand Prairie | TX | 06/2016 | 02/2017 |
| Fifth Third Bank | West Chester | OH | 08/2023 | 08/2024 |
| Fifth Third Securities | West Chester | OH | 08/2023 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Bend | OR | 08/2024 | Present |
| J.P. Morgan Securities Llc | Bend | OR | 08/2024 | Present |
| Unemployed | Bend | OR | 08/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-14 |
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