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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
| VT | RA | APPROVED | 2026-05-04 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Los Angeles | CA | 07/2017 | 04/2018 |
| Fidelity Brokerage Services Llc | Santa Monica | CA | 08/2012 | 07/2017 |
| Citi Private Alternatives, Llc | Tampa | FL | 05/2018 | 08/2024 |
| Massachusetts Mutual Life Insurance | Springfield | MA | 07/2013 | 03/2020 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 08/2024 | 07/2025 |
| J.P. Morgan Chase Bank, N.A. | Los Angeles | CA | 08/2024 | 07/2025 |
| Charles Schwab & Co., Inc | Dallas | TX | 09/2025 | 04/2026 |
| Citigroup Global Markets Inc. | Tampa | FL | 05/2018 | 08/2024 |
| Strategic Advisers, Inc. | Santa Monica | CA | 01/2013 | 07/2017 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-07 |
| S66 | Uniform Combined State Law Examination | 2001-11-20 |
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