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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| WA | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 06/2024 | 05/2025 |
| Preply | Chengdu | 03/2020 | 12/2023 | |
| Daxue Consulting | Shanghai | 03/2021 | 07/2021 | |
| Givenchy | Shanghai | 08/2020 | 01/2021 | |
| Unemployed | Dallas | TX | 06/2014 | 02/2020 |
| Unemployed | Dallas | TX | 01/2024 | 05/2024 |
| Unemployed | Washougal | WA | 05/2025 | 06/2025 |
| Principal Securities Inc | Washougal | WA | 06/2025 | 08/2025 |
| Principal Life Insurance Co | Washougal | WA | 06/2025 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vancouver | WA | 08/2025 | Present |
| Bank Of America, N.A. | Vancouver | WA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-20 |
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