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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-30 |
| WA | RA | APPROVED | 2026-05-30 |
Branch Locations
211 East Yakima Avenue, Yakima, WA 98901 • United States
4190 Austin Bluffs Pkwy, Flr 01, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Yakima | WA | 04/2026 | Present |
| J.P. Morgan Securities Llc | Yakima | WA | 04/2026 | Present |
| Connell Oil Dba - Co-Energy | Yakima | WA | 09/2025 | 04/2026 |
| Western Governors University | Yakima | WA | 03/2023 | 02/2026 |
| Shawnie Haas State Farm | Yakima | WA | 02/2025 | 08/2025 |
| Equitable Advisors | Yakima | WA | 01/2024 | 02/2025 |
| Sporthaus Inc | Yakima | WA | 10/2017 | 02/2024 |
| Us Forest Service - Usda | Bend | OR | 04/2017 | 02/2019 |
| Skjersaa's Inc | Bend | OR | 10/2016 | 04/2017 |
| Us Forest Service - Usda | Bend | OR | 04/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-23 |
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