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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-24 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 12/2012 | 03/2019 |
| Bank Of America, N.A. | Dallas | TX | 04/2013 | 03/2019 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 03/2019 | Present |
| Jpmorgan Securities, Llc. | Dallas | TX | 03/2019 | Present |
Effective 3/15/2019 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-15 |
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