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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-30 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abest Bonds And Insurance | Carrollton | TX | 02/2011 | 03/2020 |
| Lowe's | Carrollton | TX | 04/2020 | 07/2020 |
| Td Ameritrade, Inc. | Southlake | TN | 07/2020 | 03/2022 |
| The Vanguard Group, Inc. | Plano | TX | 06/2022 | 02/2023 |
| Vanguard Advisers, Inc. | Plano | TX | 07/2022 | 02/2023 |
| Vanguard Marketing Coproration | Plano | TX | 06/2022 | 02/2023 |
| J.P. Morgan Securities Llc | Plano | TX | 02/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 02/2023 | Present |
| Unemployed | Plano | TX | 04/2022 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-05 |
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