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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Dickinson | TX | 04/2015 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dickinson | TX | 04/2015 | 05/2022 |
| Fidelity Investments | Fort Worth | TX | 05/2022 | 07/2023 |
| Commerica Bank | Houston | TX | 06/2021 | 06/2021 |
| Fidelity Personal And Workplace Advisors | Fort Worth | TX | 06/2022 | 07/2023 |
| Fidelity Brokerage Services Llc | Fort Worth | TX | 05/2022 | 07/2023 |
| J.P. Morgan Securities Llc | Houston | TX | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-16 |
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