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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
3700 N Capital Of Texas Hwy, Austin, TX 78746 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 09/2012 | 01/2021 |
| Td Ameritrade, Inc. | Austin | TX | 07/2016 | 01/2021 |
| Td Ameritrade Investment Management Inc | Austin | TX | 08/2016 | 01/2021 |
| J.P. Morgan Chase Bank, N.A. | Austin | TX | 01/2021 | 11/2024 |
| J.P. Morgan Securities, Llc | Austin | TX | 01/2021 | 11/2024 |
| Td Ameritrade | Austin | TX | 07/2016 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 11/2024 | Present |
| Bank Of America, N.A. | Austin | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-20 |
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