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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-08-03 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Tempe | AZ | 07/2026 | Present |
| Silver Tree Wealth Partners | Scottsdale | AZ | 06/2025 | 07/2026 |
| Raymond James | Scottsdale | AZ | 05/2025 | 07/2026 |
| Samford University | Birmingham | AL | 08/2022 | 05/2025 |
| Silver Tree Wealth Partners | Scottsdale | AZ | 04/2024 | 07/2024 |
| Unemployed | Tampa | FL | 09/2021 | 07/2022 |
| Chick Fil A | Tampa | FL | 06/2021 | 08/2021 |
| Unemployed | Tampa | FL | 07/2016 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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