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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-09-30 |
| KY | RA | APPROVED | 2022-07-19 |
| MI | RA | APPROVED | 2022-07-19 |
| IN | RA | APPROVED | 2022-07-18 |
| OH | RA | APPROVED | 2022-07-16 |
| CA | RA | APPROVED | 2021-08-19 |
| TX | RA | APPROVED | 2021-07-27 |
Branch Locations
8111 Preston Road Suite #230, Dallas, TX 75225 • United States
11551 Preston Road, Frisco, TX 75033 • United States
8181 Communications Pkwy Bldg B Fl 1, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | St Louis | MO | 03/2014 | 10/2019 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2019 | 05/2020 |
| J.P. Morgan Securities Llc | Plano | TX | 06/2021 | Present |
| Jp Morgan Chase Bank, N.A. | Plano | TX | 06/2021 | 07/2025 |
| Wells Fargo | St Louis | MO | 10/2015 | 05/2020 |
| Wells Fargo | Sacramento | CA | 05/2020 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 05/2020 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-16 |
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