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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2011 | 05/2017 |
| Td Ameritrade, Inc. | Fort Worth | TX | 05/2017 | 09/2018 |
| Fidelity Brokerage Services Llc | Westlake | TX | 09/2012 | 05/2017 |
| Td Ameritrade Investment Management, Llc | Fort Worth | TX | 05/2017 | 09/2018 |
| Tiaa | Fort Worth | TX | 12/2018 | 09/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Fort Worth | TX | 12/2018 | 08/2024 |
| Strategic Advisers, Inc. | Westlake | TX | 12/2013 | 05/2017 |
| Precision Castings Of Arkansas | Bauxite | AR | 11/2024 | 02/2025 |
| Jpmorgan Chase Bank, N.A. | Allen | TX | 08/2025 | Present |
| J.P. Morgan Securities Llc | Allen | TX | 08/2025 | Present |
| Unemployed | Fort Worth | TX | 10/2018 | 11/2018 |
| Unemployed | Fort Worth | TX | 10/2024 | 10/2024 |
| Unemployed | Fort Worth | TX | 03/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-14 |
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