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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-18 |
Branch Locations
8181 Communications Pkwy, Plano, TX 75024 • United States
277 Park Ave, Floors 3 & 36, New York, NY 10172 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Plano | TX | 08/2016 | 09/2017 |
| Apx Energy, Inc | Buffalo | NY | 09/2017 | 06/2018 |
| Usaa/Areotek | Irving | TX | 06/2018 | 10/2018 |
| Fidelity Investments | Westlake | TX | 11/2018 | 08/2021 |
| Uber | Plano | TX | 08/2016 | 11/2018 |
| Bny Mellon | New York | NY | 08/2021 | 04/2025 |
| J.P. Morgan Securities, Llc | Plano | TX | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 10/2025 | Present |
| Unemployed | Prosper | TX | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-29 |
| S66 | Uniform Combined State Law Examination | 2016-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-14 |
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