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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-16 |
| AZ | RA | APPROVED | 2018-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fargo | ND | 07/2015 | 08/2018 |
| Bremer Bank | Fargo | ND | 07/2015 | 08/2018 |
| Raymond James Financial Services Advisors Inc. | Fargo | ND | 07/2015 | 08/2018 |
| Specific Solutions | Fargo | ND | 01/2017 | 06/2018 |
| J.P. Morgan Securities Llc | Sun City | AZ | 08/2018 | Present |
| Jpmorgan Chase Bank, N.A. | Sun City | AZ | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-30 |
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