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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 05/2018 | 08/2025 |
| Jpmorgan Chase Bank, Na. | Plano | TX | 05/2018 | 08/2025 |
| Unemployed | Mckinney | TX | 03/2018 | 04/2018 |
| Scottrade Investment Management | Allen | TX | 08/2010 | 11/2017 |
| Td Ameritrade | Allen | TX | 12/2017 | 03/2018 |
| Scottrade, Inc. | Allen | TX | 08/2010 | 03/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 10/2025 | Present |
| Tiaa | Frisco | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-12 |
| S66 | Uniform Combined State Law Examination | 2019-04-16 |
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