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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-12 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
1301 5Th Avenue, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Bellevue | WA | 10/2009 | 07/2018 |
| J.P. Morgan Securities Llc | Bellevue | WA | 10/2012 | 07/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2018 | 10/2023 |
| Columbia/Umpqua Bank | Bellevue | WA | 07/2018 | 06/2024 |
| J.P. Morgan Securities Llc | Bellevue | WA | 07/2024 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 07/2024 | 06/2025 |
| Consumer Direct Care Network | Bellevue | WA | 04/2022 | Present |
| Ppl As Fiscal Agent | Bellevue | WA | 04/2016 | 04/2022 |
| Elite International Llc | Bellevue | WA | 05/2017 | 03/2020 |
| Key Bank Na | Seattle | WA | 06/2025 | Present |
| Key Investment Services Llc | Brooklyn | OH | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-22 |
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