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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-19 |
| WA | RA | APPROVED | 2024-03-19 |
Branch Locations
10885 Ne 4Th Street, Bellevue, WA 98004 • United States
215 Kirkland Avenue, Kirkland, WA 98033 • United States
2950 Issaquah Pine Lake Rd Se, Sammamish, WA 98075 • United States
6811 132Nd Ave Ne, Kirkland, WA 98033 • United States
12028 Ne Totem Lake Way, Kirkland, WA 98034 • United States
8010 164Th Ave Ne, Floor 1, Redmond, WA 98052 • United States
13425 N.E. 175Th St, Woodinville, WA 98072 • United States
1955 156Th Avenue Ne, Bellevue, WA 98007 • United States
123 Bellevue Way N.E., Bellevue, WA 98004 • United States
10550 Ne 8Th St., Bellevue, WA 98004 • United States
22823 Ne 8Th Street, Sammamish, WA 98074 • United States
22833 Bothell-Everett Hwy #170, Bothell, WA 98021 • United States
18925 Bothell Way Ne, Bothell, WA 98011 • United States
13033 Se 69Th Way, Floor 01, Newcastle , WA 98056 • United States
13207 Se 272Nd St, Kent, WA 98042 • United States
3712 150Th Ave Se, Bellevue, WA 98006 • United States
3919 Factoria Blvd Se, Bellevue, WA 98006 • United States
150 Logan Avenue S., Renton, WA 98057 • United States
17314 140Th Ave Se, Renton, WA 98058 • United States
35019 Se Center St, Snoqualmie, WA 98065 • United States
7900 Se 28Th Street, Suite 101, Mercer Island, WA 98040 • United States
23630 104Th Avenue Se, Kent, WA 98031 • United States
1195 Nw Gilman Blvd, Issaquah, WA 98027 • United States
13033 Newcastle Way, Newcastle, WA 98056 • United States
17029 Se 272Nd St, Covington, WA 98042 • United States
4110 Ne 4Th Street, Suite A, Renton, WA 98059 • United States
6160 E Lake Sammamish Pkwy Se Ste C, Issaquah, WA 98029 • United States
26430 Maple Valley Black Diamond Rd Se, Maple Valley, WA 98038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 02/2014 | 07/2021 |
| Cetera Investment Services Llc | Bellevue | WA | 07/2021 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 06/2022 | 03/2024 |
| J.P. Morgan Securities Llc | Newcastle | WA | 03/2024 | Present |
| Bank Of America | Bellevue | WA | 02/2014 | 07/2021 |
| East West Bancorp, Inc. | Bellevue | WA | 07/2021 | 05/2022 |
| Cetera Investment Advisers Llc | Bellevue | WA | 07/2021 | 05/2022 |
| Bank Of America | Bellevue | WA | 06/2022 | 03/2024 |
| Jm 19665 Llc | Kenmore | WA | 12/2017 | Present |
Entity Name: JM 19665 LLC Investment related: No Address: Kenmore Washington Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/20/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property. There is no any connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-12 |
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