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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-19 |
| TX | RA | APPROVED | 2024-03-18 |
Branch Locations
4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ 85018-2719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Scottsdale | AZ | 02/2020 | Present |
| Jpmorgan Securities Llc | Scottsdale | AZ | 02/2020 | Present |
| Axon Enterprise | Scottsdale | AZ | 10/2019 | 01/2020 |
| Goldman Sachs | Chicago | IL | 06/2019 | 08/2019 |
| Bank Of America Merrill Lynch | San Francisco | CA | 06/2018 | 08/2018 |
| Store Capital | Scottsdale | AZ | 10/2017 | 01/2018 |
| Arizona State University | Tempe | AZ | 08/2015 | 05/2019 |
| Bank Of America Merrill Lynch | Phoenix | AZ | 06/2017 | 08/2017 |
| Unemployed | Mesa | AZ | 09/2019 | 09/2019 |
| Sonoran Heights Partners, Llc | Mesa | AZ | 01/2024 | 09/2024 |
| Sonoran Hills Partners, Llc | Mesa | AZ | 01/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-27 |
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