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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
10 S. Dearborn Street Floor 11, Chicago, IL 60603 • United States
8181 Communications Pkwy Bldg A, Floor 04, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilltop Securities Inc./Momentum Independent Network Inc | Dallas | TX | 12/2007 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 01/2019 | 10/2025 |
| J.P. Morgan Securities Llc | Plano | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-15 |
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