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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-04 |
| AZ | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
6155 N Scottsdale Rd, Floor 1, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 07/2017 | 11/2023 |
| Bank Of America, N.A. | Phoenix | AZ | 12/2015 | 11/2023 |
| Morgan Stanley | Gilbert | AZ | 10/2023 | 07/2025 |
| J.P. Morgan Securities Llc | Scottsdale | AZ | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-06 |
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