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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
1 Cowboys Way, Frisco, TX 75034 • United States
5500 Preston Rd, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Baton Rouge | LA | 06/2015 | 03/2021 |
| J.P. Morgan Securities Llc | Baton Rouge | LA | 05/2015 | 03/2021 |
| Jpmorgan Chase Bank Na | Dallas | TX | 04/2021 | 07/2024 |
| Jpmorgan Securities Llc | Dallas | TX | 04/2021 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-13 |
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