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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Addison | TX | 05/2016 | 06/2020 |
| Usaa Group | Addison | TX | 05/2016 | 06/2020 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 06/2020 |
| Silver River Llc Dba Gidget | Dallas | TX | 08/2018 | 08/2018 |
| Anmx Group Llc | Dallas | TX | 08/2018 | 08/2020 |
| Bbva Wealth Solutions Inc. | Plano | TX | 08/2020 | 05/2021 |
| Bbva Usa/Bbva Investment Services | Birmingham | AL | 07/2020 | 05/2021 |
| Bbva Securities Inc. | Plano | TX | 08/2020 | 05/2021 |
| Fidelity Investments/Fidelity Wealth Management | Plano | TX | 06/2021 | 04/2024 |
| J.P. Morgan Securities Llc | Richardson | TX | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Richardson | TX | 04/2024 | Present |
| Fidelity Personal And Workplace Advisors | Plano | TX | 08/2021 | 04/2024 |
| Fidelity Brokerage Services Llc | Plano | TX | 06/2021 | 04/2024 |
| Usaa Financial Planning Services | Addison | TX | 05/2016 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-23 |
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