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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
2727 Sam Rayburn Hwy, Melissa, TX 75454 • United States
12141 W University Dr, Mckinney, TX 75071 • United States
4101 Cross Timbers, Flower Mound, TX 75028 • United States
4101 Cross Timbers, Flower Mound, TX 75028 • United States
819 S. Allen Heights, Allen, TX 75002 • United States
104 N. Custer Road, Mckinney, TX 75071 • United States
5906 Wesley St., Greenville, TX 75402 • United States
1680 W University Dr, Mckinney, TX 75069 • United States
200 N. Travis Street, Sherman, TX 75090 • United States
4990 El Dorado Pkwy., Mckinney, TX 75070 • United States
1305 Washington Street, Commerce, TX 75428 • United States
1204 Angel Pkwy, Allen, TX 75002 • United States
5201 W University Dr, Mckinney, TX 75071 • United States
190 E Stacy Rd, Bldg 600, Allen, TX 75002 • United States
2091 Eldorado Parkway, Mckinney, TX 75070 • United States
801 W Princeton Dr, Princeton, TX 75407 • United States
5101 S Custer Rd, Mckinney, TX 75070 • United States
1161 N Preston Rd, Prosper, TX 75078 • United States
8181 Communications Pkwy Bldg A, Floor 04, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Southlake | TX | 12/2018 | 12/2022 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 01/2023 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Grapevine | TX | 06/2016 | 03/2017 |
| J.P. Morgan Securities Llc | Plano | TX | 01/2025 | Present |
| Wells Fargo Bank Na | Plano | TX | 01/2023 | 01/2025 |
| Lodgicap, Llc | Denton | TX | 05/2024 | Present |
| Wells Fargo Advisors | Plano | TX | 01/2023 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Southlake | TX | 04/2017 | 11/2018 |
| J.P. Morgan Securities Llc | Southlake | TX | 06/2016 | 12/2022 |
| Sst Capital, Llc | Denton | TX | 03/2025 | Present |
Entity Name: SST capital, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/03/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Buying/ holding/renting properties. Entity Name: Lodgicap, llc Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: We buy, hold, and rent real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-15 |
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