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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-07 |
| AZ | RA | APPROVED | 2025-09-18 |
| CA | RA | APPROVED | 2025-09-10 |
Branch Locations
150 W University Dr, Floor 04, Tempe, AZ 85281 • United States
Phoenix, AZ • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 05/2024 | Present |
| Grand Canyon University | Pheonix | AZ | 08/2021 | 04/2024 |
| Jersey Mike's Subs | Portland | OR | 07/2020 | 08/2022 |
| Red Polo Ventures Llc | Portland | OR | 05/2023 | 08/2023 |
| Unemployed | Portland | OR | 05/2014 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
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