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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 | 2025-05-21 |
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 |
|---|---|---|---|---|
| Instacart | Woodinville | WA | 12/2023 | 01/2024 |
| Unemployed | Woodinville | WA | 04/2015 | 09/2016 |
| Kohl's | Snohomish | WA | 06/2023 | 08/2023 |
| Instacart | Woodinville | WA | 01/2022 | 12/2023 |
| Dogtopia/Dt Of Phoenix Llc | Phoenix | AZ | 11/2022 | 12/2022 |
| Toca Football | Redmond | WA | 05/2021 | 08/2021 |
| Vantagepoint Appraisal | Woodinville | WA | 10/2016 | 10/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2024 | 04/2025 |
| J.P. Morgan Securities Llc | Tempe | AZ | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 04/2025 | Present |
| Grand Canyon University | Phoenix | AZ | 09/2020 | 04/2024 |
| Charles Schwab & Co | Phoenix | AZ | 01/2024 | 04/2024 |
| J & K Woodinville | Woodinville | WA | 03/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-18 |
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