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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 06/2011 | 12/2017 |
| Charles Schwab & Co., Inc. | Austin | TX | 01/2018 | 04/2019 |
| J.P. Morgan Securities Llc | Austin | TX | 04/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Austin | TX | 04/2019 | Present |
| Strategic Advisers Inc | Covington | KY | 01/2015 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-27 |
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