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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Lewisville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securites Llc | Los Angeles | CA | 06/2015 | 10/2022 |
| New York Life Insurance Agents | Los Angeles | CA | 12/2014 | 10/2022 |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 01/2023 | 01/2024 |
| Jp Morgan Securities, Llc | Los Angeles | CA | 01/2023 | 01/2024 |
| Unemployed | Los Angeles | CA | 11/2022 | 12/2022 |
| Tiaa | Frisco | TX | 02/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-19 |
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