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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-24 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard | Scottsdale | AZ | 01/2017 | 09/2018 |
| Moxie Pest Control (Tennessee) Llcc | Nashville | TN | 04/2016 | 09/2016 |
| Morgan Stanley | Gilbert | AZ | 10/2018 | 02/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 02/2021 |
| Moxie/Moxie Pest Control Atlanta Llc | Norcross | GA | 03/2021 | 09/2021 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2013 | 07/2018 |
| Unemployed | Peoria | AZ | 10/2021 | 01/2022 |
| J.P. Morgan Securities Llc | Houston | TX | 02/2022 | 06/2023 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 02/2022 | 06/2023 |
| J.P. Morgan Securities Llc | Chandler | AZ | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Chandler | AZ | 06/2024 | Present |
| Unemployed | Peoria | AZ | 07/2023 | 05/2024 |
| H&L Rei Llp | Lehi | UT | 09/2020 | Present |
Entity Name: H&L REI LLP Investment related: No Address: 1194 West Mitchell Ln. Lehi, Utah, 84043 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/01/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A non investment related business. An owner of residential rental properties that are held under a LLP. We have a property management company that handles everything. I spend less than an hour a month communicating with the property management company. Business Name: H&L REI Not investment related. 1194 West Mitchell Ln. Lehi, Utah, 84043 Rental Properties Partner Owner Investor Start Date: 09/2020 Approximate Hours Per Month: 1. During Trading Hours: 0. I communicate occasionally with the property management company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-06 |
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