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Advisor at MONEY POSITIVE
SHAVANO PARK, TX | Seattle, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MONEY POSITIVE | State registered | Dec 8, 2025 | n/a | yes | SHAVANO PARK, TX|Seattle, WA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 14, 2025 | Dec 19, 2025 | no | SEATTLE, WA|SEATTLE, WA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 16, 2023 | Apr 1, 2025 | no | NEW YORK, NY|Fort Lee, NJ|Fort Lee, NJ|New York, NY|New York, NY|New York, NY|NEW YORK, NY|NEW YORK, NY|New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | MONEY POSITIVE | Dec 19, 2025 | Dec 8, 2025 | -11 | Firm change | Wirehouse to state RIA |
| CITIGROUP GLOBAL MARKETS INC. | J.P. MORGAN SECURITIES LLC | Apr 1, 2025 | Mar 14, 2025 | -18 | Firm change | Ibd to wirehouse |