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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2024-10-08 |
Branch Locations
12860 El Camino Real Floor 02, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Denver | CO | 07/2024 | Present |
| Jpmorgan Securities Llc | Denver | CO | 07/2024 | Present |
| Charles Schwab | Denver | CO | 07/2023 | 08/2023 |
| Centro Mexican Grill | Boulder | CO | 05/2022 | 07/2022 |
| Harmony Golf Club | Timnath | CO | 05/2021 | 07/2021 |
| The Original Pancake House (Yolo Inc) | Fort Collins | CO | 06/2016 | 08/2018 |
| The Original Pancake House(Yolo Inc) | Fort Collins | CO | 04/2020 | 08/2020 |
| Unemployed | Fort Collins | CO | 09/2018 | 03/2020 |
| Unemployed | Fort Collins | CO | 09/2020 | 04/2021 |
| Unemployed | Boulder | CO | 09/2023 | 06/2024 |
| Unemployed | Boulder | CO | 08/2021 | 04/2022 |
| Unemployed | Boulder | CO | 08/2022 | 06/2023 |
| The Original Pancake House - Fort Collins | Fort Collins | CO | 04/2025 | Present |
Entity Name: The Original Pancake House - Fort Collins Investment related: No Address: 1402 E Harmony Rd. Fort Collins, CO 80525 Nature of the other business: Restaurant Position/Title/Relationship: Advisor/Officer Start Date: 04/18/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Breakfast restaurant; my responsibilities - Payroll system for employees, misc. tasks like busing/hosting. helping advise on cash management needs for the business. This is a family business, I have no ownership stake.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-08 |
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