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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
607 W 3Rd St, Austin, TX 78701 • United States
455 University Blvd, Round Rock, TX 78665 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Austin | TX | 08/2012 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 12/2015 | 04/2021 |
| Jpmorgan Chase Bank (Tx) | Austin | TX | 08/2021 | 07/2026 |
| J.P. Morgan Securities Llc | Austin | TX | 08/2021 | 07/2026 |
| Unemployed | Manor | TX | 05/2021 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Round Rock | TX | 07/2026 | Present |
| Bank Of America, N.A. | Round Rock | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-30 |
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