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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Financial Partners | Sacramento | CA | 05/2017 | 08/2017 |
| Creighton University | Omaha | NE | 08/2016 | 05/2020 |
| Unemployed | Douglas City | CA | 06/2020 | 10/2020 |
| Equitable Advisors, Llc | San Diego | CA | 11/2020 | 04/2021 |
| Jpmc Bank Na (Southwest) | La Jolla | CA | 05/2021 | Present |
| J.P. Morgan Securities Llc | La Jolla | CA | 05/2021 | Present |
| Securities America, Inc. | La Vista | NE | 06/2018 | 05/2020 |
| Equitable Financial Life Insurance Co | San Diego | CA | 11/2020 | 04/2021 |
| Securities America Inc. | La Vista | NE | 07/2018 | 05/2019 |
| Advisor Group, Inc. | La Vista | NE | 06/2018 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
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