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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dexter Thomas Financial Services, Llc | Dallas | TX | 01/2017 | 03/2018 |
| National Planning Corporation | Dallas | TX | 01/2017 | 11/2017 |
| Lpl Financial Llc | Dallas | TX | 11/2017 | 12/2017 |
| United Planners Financial Services Of America | Dallas | TX | 01/2018 | 03/2018 |
| Unemployed | Richardson | TX | 03/2018 | 07/2018 |
| J.P. Morgan Securities Llc | Plano | TX | 07/2018 | 11/2025 |
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2015 | 01/2017 |
| Strategic Advisors, Inc | Westlake | TX | 05/2016 | 01/2017 |
| Silbo | Montvale | NJ | 10/2019 | 12/2020 |
| Varsity Tutors | Louis | MO | 03/2024 | 08/2025 |
| Morgan Stanley | Plano | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-01 |
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