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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-15 |
Branch Locations
150 W University Drive, Tempe, AZ 85281 • United States
8181 Communications Pkwy Bldg A, Floor 04, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Charlotte | NC | 04/2016 | 03/2017 |
| Mml Investors Services, Llc | Charlotte | NC | 03/2017 | 05/2017 |
| Jp Morgan Securities, Llc | Plano | TX | 07/2018 | 06/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2020 | 11/2023 |
| J.P. Morgan Securities Llc | Plano | TX | 12/2023 | Present |
| Unemployed | Frisco | TX | 06/2017 | 06/2018 |
| The Tbm Group Llc. | Frisco | TX | 06/2024 | Present |
| The Tbm Group Llc. | Frisco | TX | 12/2025 | Present |
Entity Name: The TBM Group LLC. Investment related: No Address: Private Residence Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 12/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: transportation investment passive. Entity Name: The TBM Group LLC. Investment related: No Address: Frisco, TX 75036 Nature of the other business: Hair Salon Position/Title/Relationship: Owner/Partner Start Date: 06/10/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Men's Hair Salon
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-10 |
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