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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2025-05-23 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2016 | 09/2018 |
| Morgan Stanley | Gilbert | AZ | 10/2018 | 12/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2018 | 12/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2021 | 08/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2021 | 08/2022 |
| Unemployed | Chandler | AZ | 01/2020 | 09/2020 |
| Northern Trust | Chicago | IL | 10/2020 | 09/2021 |
| J.P. Morgan Securities Llc | Tempe | AZ | 09/2022 | 05/2025 |
| Unemployed | Tempe | AZ | 09/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-30 |
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