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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2024 | 01/2025 |
| Quiktrip | Peoria | AZ | 12/2023 | 06/2024 |
| Firstservice Residential | Scottsdale | AZ | 06/2022 | 11/2023 |
| Carvana | Tempe | AZ | 11/2021 | 06/2022 |
| Shamrock Farms | Phoenix | AZ | 02/2017 | 11/2021 |
| Quiktrip | Phoenix | AZ | 06/2013 | 04/2017 |
| J.P. Morgan Securities Llc | Tempe | AZ | 04/2025 | Present |
| Unemployed | Peoria | AZ | 01/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-30 |
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