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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| NY | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc. | New York | NY | 03/2024 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 06/2022 | 03/2024 |
| Arizona State University | Tempe | AZ | 01/2021 | 08/2022 |
| Colonial Life | Yuma | AZ | 08/2020 | 08/2021 |
| Unemployed | Yuma | AZ | 09/2019 | 07/2020 |
| Fed Ex Ground | Yuma | AZ | 01/2018 | 08/2019 |
| Unemployed | Yuma | AZ | 09/2017 | 12/2017 |
| Unemployed | Yuma | AZ | 10/2015 | 05/2017 |
| Mellon Farms | Yuma | AZ | 06/2017 | 08/2017 |
| Templeton Financial Services, Inc. | Yuma | AZ | 01/2022 | 05/2022 |
| Equitable Financial Life Ins | New York | NY | 03/2024 | 10/2025 |
| J.P. Morgan Securities Llc | New York | NY | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2025 | Present |
| Quantumvest | Yuma | AZ | 08/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-13 |
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