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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
150 W University Dr., Flr 04, Tempe , AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2023 | 02/2025 |
| Tempe Elementary School District | Tempe | AZ | 07/2017 | 05/2023 |
| Unemployed | Tempe | AZ | 05/2017 | 07/2017 |
| Glendale Elementary School District | Glendale | AZ | 01/2015 | 05/2017 |
| J.P. Morgan Securities Llc | Tempe | AZ | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 03/2025 | Present |
| Dashing Spirits Mobile Bar | Tempe | AZ | 08/2021 | 02/2025 |
| Dashing Spirits | Tempe | AZ | 08/2021 | Present |
Entity Name: Dashing Spirits Investment related: No Address: 2121 S Priest Dr Unit 125 Tempe, AZ 85282 Nature of the other business: Food & Beverage Position/Title/Relationship: Employee/Contractor Start Date: 08/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Dashing Spirits is a luxury mobile beverage service, specializing in private events such as weddings and various celebrations. My responsibilities are operational and on a per gig basis. My responsibilities include creating menus and shopping lists for events, shopping for supplies for events, coordinating supplies for the day of the event, organizing the warehouse, etc. This role is not similar to my firm role and there is no connection to JPMorganChase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-27 |
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