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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-25 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • 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 |
|---|---|---|---|---|
| Massmutual | Dallas | TX | 11/2016 | 01/2018 |
| Mml Investors Services, Llc | Dallas | TX | 01/2017 | 12/2017 |
| Acute Financial | Dallas | TX | 02/2016 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 12/2017 | 05/2018 |
| Bank Of America, N.A. | Dallas | TX | 12/2017 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 05/2018 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 05/2018 | Present |
| Jeffrey Luftig | Dallas | TX | 10/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-29 |
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