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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-29 |
| TX | RA | APPROVED_RES | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 01/2026 | Present |
| Edward Jones | Tempe | AZ | 12/2021 | 12/2025 |
| Bank Of America | Chandler | AZ | 01/2018 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 01/2018 | 12/2021 |
| Yelp Inc | Scottsdale | AZ | 11/2016 | 12/2017 |
| Universal Tc Tech | Chandler | AZ | 09/2016 | 10/2016 |
NAME OF OTHER BUSINESS:Rental Property IS THIS OTHER BUSINESS INVESTMENT RELATED?:Yes ADDRESS:,Phoenix,AZ,85048,USA NATURE OF OTHER BUSINESS:Rental Property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2013-08-19 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:4 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I purchased this property in 2010 and lived there for the first 3 years. I have been renting out this property since August 2013. My husband and I manage the property which includes receiving rental payments, communication with tenant, normal home repairs and upgrades. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-21 |
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