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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-03 |
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
1901 Main Street Suite 700, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Seattle | WA | 01/2018 | 06/2020 |
| Qualstar Credit Union | Seattle | WA | 08/2016 | 01/2018 |
| West Elm / Williams-Sonoma, Inc. | Seattle | WA | 07/2016 | 12/2016 |
| J.P. Morgan Securities Llc | Seattle | WA | 01/2018 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Gig Harbor | WA | 11/2020 | 07/2021 |
| Wells Fargo Bank, N.A. | Gig Harbor | WA | 11/2020 | 07/2021 |
| Unemployed | Seattle | WA | 07/2020 | 10/2020 |
| Edward Jones | St. Louis | MO | 10/2021 | 09/2022 |
| J.P. Morgan Securities Llc | Irvine | CA | 10/2022 | 04/2026 |
| J.P. Morgan Chase Bank, N.A. | Irvine | CA | 10/2022 | 04/2026 |
| Unemployed | Seattle | WA | 08/2021 | 09/2021 |
| Morgan Stanley Smith Barney Llc | Irvine | CA | 04/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-26 |
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