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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-02
TX RA APPROVED 2024-10-08
  • CA RA
    APPROVED
    Since 2026-06-02
  • TX RA
    APPROVED
    Since 2024-10-08

Branch Locations

12860 El Camino Real Floor 02, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2024 → Present
    Jpmorgan Chase Bank Na
    Denver, CO
  • 07/2024 → Present
    Jpmorgan Securities Llc
    Denver, CO
  • 07/2023 → 08/2023
    Charles Schwab
    Denver, CO
  • 05/2022 → 07/2022
    Centro Mexican Grill
    Boulder, CO
  • 05/2021 → 07/2021
    Harmony Golf Club
    Timnath, CO
  • 06/2016 → 08/2018
    The Original Pancake House (Yolo Inc)
    Fort Collins, CO
  • 04/2020 → 08/2020
    The Original Pancake House(Yolo Inc)
    Fort Collins, CO
  • 09/2018 → 03/2020
    Unemployed
    Fort Collins, CO
  • 09/2020 → 04/2021
    Unemployed
    Fort Collins, CO
  • 09/2023 → 06/2024
    Unemployed
    Boulder, CO
  • 08/2021 → 04/2022
    Unemployed
    Boulder, CO
  • 08/2022 → 06/2023
    Unemployed
    Boulder, CO
  • 04/2025 → Present
    The Original Pancake House - Fort Collins
    Fort Collins, CO
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-08
  • S66 Uniform Combined State Law Examination
    2024-10-08

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