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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-02 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Vienna | VA | 10/2023 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Ashburn | VA | 06/2022 | 10/2023 |
| United States Postal Service | Toledo | OH | 06/2014 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Annandale | VA | 02/2026 | Present |
| Wells Fargo Bank, Na | Annandale | VA | 02/2026 | Present |
| J.P. Morgan Securities Llc | Fairfax | VA | 05/2025 | 02/2026 |
owner of residential rental property (a single-family townhome) with my husband. Also rental of portion of our primary residence (our basement) generating income. (passive activity) No involvement in real estate brokerage or property management. No involvement in Airbnb. RENTAL PROPERTY - 1668; INV RELATED;RESTON,VA; INVESTMENT;50% OWNERSHIP; START DATE: 08/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; BASEMENT RENTAL PROPERTY - 480; INV RELATED;HERNDON,VA; RESIDENTIAL ;50% OWNERSHIP; START DATE: 01/01/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-11 |
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