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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-04 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Lewisville | TX | 09/2007 | 12/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 09/2007 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 01/2021 | 07/2025 |
| J.P. Morgan Securities Llc | Plano | TX | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-29 |
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