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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-23 |
Branch Locations
5905 W Poly Webb Rd, Arlington, TX 76016 • United States
201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Arlington | TX | 04/2010 | 05/2017 |
| J.P. Morgan Securities Llc | Desoto | TX | 10/2012 | 05/2017 |
| Mansfield Independent School District | Mansfield | TX | 01/2013 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 05/2017 | 07/2017 |
| Tiaa | Lewisville | TX | 05/2017 | 07/2017 |
| Jpmorgan Chase Bank (Tx) | Arlington | TX | 07/2017 | 03/2026 |
| J.P. Morgan Securities Llc | Arlington | TX | 07/2017 | 03/2026 |
| American Airlines | Dfw Airport | TX | 02/2019 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Arlington | TX | 03/2026 | Present |
| Wells Fargo Bank, Na | Arlington | TX | 03/2026 | Present |
SCHOOL BUS DRIVER; NOT INV RELATED; MANSFIELD, TX; ON CALL SCHOOL BUS DRIVER; 08/08/2003; 10 HOURS PER MONTH; 0 DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-23 |
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