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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| WA | RA | APPROVED | 2021-05-19 |
Branch Locations
2701 Queensgate Dr, Richland, WA 99352 • United States
200 E. Second St., Grandview, WA 98930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kennewick | WA | 10/2017 | 03/2021 |
| American Red Cross & Americorps | Kennewick | WA | 09/2016 | 07/2017 |
| Musician | Pasco | WA | 12/2010 | 03/2021 |
| Morgan Stanley Private Bank, National Association | Kennewick | WA | 10/2017 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Kennewick | WA | 05/2022 | Present |
| J.P. Morgan Securities Llc | Kennewick | WA | 04/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Kennewick | WA | 05/2022 | Present |
Entity Name: (Myself) Self Employed Musician and Teacher Investment related: N "Address: Waldron St. Richland, WA 99354" Nature of the other business: Music Position/Title/Relationship: I perform as a pianist for public and private events. I provide private music instruction. Start Date: 12/31/2003 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I perform as a pianist for public and private events. I provide private music instruction.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
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