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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-03 |
Branch Locations
Flower Mound, TX • United States
8181 Communications Pkwy, Bldg A, Floor 04, Plano, TX 75024 • United States
370 S Cleveland Ave, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 10/2025 | Present |
| Paxel Consulting Llc | Arlington | TX | 01/2022 | 10/2025 |
| Lam Po & Xu Cpa's | Arlington | TX | 03/2015 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-08 |
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