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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-05 |
| AZ | RA | APPROVED | 2025-05-02 |
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 |
|---|---|---|---|---|
| Ymca | Oshkosh | WI | 01/2018 | 09/2019 |
| Lululemon | Appleton | WI | 10/2019 | 08/2022 |
| Pacific Gas And Electric | San Ramon | CA | 05/2023 | 08/2023 |
| Dd'S Bbq | Oshkosh | WI | 05/2021 | 08/2021 |
| Eco Shield | Naperville | IL | 05/2022 | 08/2022 |
| Mineshaft | Oshkosh | WI | 06/2020 | 08/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2024 | 03/2025 |
| Unemployed | Oshkosh | WI | 01/2015 | 12/2017 |
| Lgo Camelback Llc | Biltmore | AZ | 05/2022 | 06/2022 |
| The Shield Co Management Llc | Naperville | IL | 02/2022 | 09/2022 |
| Unemployed | Tempe | AZ | 10/2022 | 04/2023 |
| Grille At Blackhawk Llc | Danville | CA | 05/2023 | 07/2023 |
| Unemployed | Tempe | AZ | 08/2023 | 06/2024 |
| J.P. Morgan Securities Llc | Tempe | AZ | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 03/2025 | Present |
The name of the other business: AirBnb Whether the business is investment-related: No The address of the other business: 5248 Notre Dame Dr, Omro, WI 54963 The nature of the other business: House Rental Your position: Host Title, or relationship with the other business: Owner The start date of your relationship: 07/01/24 The approximate number of hours/ month you devote to the other business: 1-2 Hours The number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I just host my house on airbnb, all virtually
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
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