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8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-18 |
Branch Locations
8350 N. Central Expressway Ste. 1800, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities | Dallas | TX | 09/2013 | 08/2018 |
| La Fitness | Dallas | TX | 06/2018 | Present |
| Lake Point Wealth Management | Rockwall | TX | 08/2018 | 01/2020 |
| Lee Financial Company, Llc | Dallas | TX | 01/2020 | Present |
ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: LA FITNESS POSITION: SPIN INSTRUCTOR START DATE: 6/22/2018 ADDRESS: 5500 Dallas, TX DETAILS: TEACHING SPIN CYCLING CLASSES. HOURS DEDICATED (per month unless otherwise indicated) OUTSIDE TRADING HOURS: 7 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-06 |
| S66 | Uniform Combined State Law Examination | 2001-12-04 |
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