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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Los Altos | CA | 08/2021 | Present |
| Jpmc Bank Na (Southwest) | Los Altos | CA | 08/2021 | Present |
| Us Bank | Eureka | CA | 03/2020 | 08/2021 |
| Pier 1 Imports | Eureka | CA | 07/2019 | 03/2020 |
| The North Face | Indianapolis | IN | 05/2018 | 06/2019 |
| Crate & Barrel | Indianapolis | IN | 09/2010 | 05/2019 |
| Fossil Co. | Castleton | IN | 08/2013 | 11/2017 |
| Ikea North America Services, Inc. | Fishers | IN | 09/2017 | 02/2018 |
| Benihana | Indianapolis | IN | 01/2017 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-18 |
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