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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| WA | RA | APPROVED | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Portland | OR | 04/2023 | 02/2025 |
| Jp Morgan Securities Llc | Portland | OR | 04/2023 | 02/2025 |
| Rivermark Community Credit Union | Beaverton | OR | 03/2022 | 03/2023 |
| First Tech Federal Credit Union | Hillsboro | OR | 05/2021 | 03/2022 |
| Stouffair Motors Corporation | Hillsboro | OR | 09/2020 | 12/2020 |
| Onpoint Community Credit Union | Portland | OR | 01/2020 | 08/2020 |
| Wells Fargo Bank Na | Beaverton | OR | 05/2019 | 12/2019 |
| H&M Hennes & Mauritz L.P. | Beaverton | OR | 09/2018 | 04/2019 |
| Cleanway Llc | Hillsboro | OR | 06/2017 | 09/2017 |
| Mondelez International, Inc. | Portland | OR | 03/2021 | 04/2021 |
| Unemployed | Hillsboro | OR | 03/2013 | 05/2017 |
| Unemployed | Hillsboro | OR | 10/2017 | 08/2018 |
| Unemployed | Hillsboro | OR | 01/2021 | 02/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 11/2025 | Present |
| Unemployed | Portland | OR | 03/2025 | 07/2025 |
| Usbank | Portland | OR | 08/2025 | 11/2025 |
| Bank Of America, N.A. | Portland | OR | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-27 |
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