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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Westlake | TX | 07/2018 | 11/2018 |
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2016 | 11/2018 |
| Resolute Investment Services, Inc. | Irving | TX | 02/2020 | 05/2022 |
| J.P. Morgan Securities Llc | Southlake | TX | 06/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Southlake | TX | 06/2022 | Present |
| American Beacon Advisors, Inc | Irving | TX | 02/2020 | 05/2022 |
| Fidelity Investments | Westlake | TX | 02/2016 | 02/2020 |
| Strategic Advisers Llc | Westlake | TX | 10/2016 | 07/2018 |
| Fidelity Distributors Company Llc | Westlake | TX | 11/2018 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-23 |
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