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400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
400 Park Avenue 10Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Beacon Advisors, Inc. | Fort Worth | TX | 01/2013 | 09/2018 |
| Foreside Fund Services, Llc | Fort Worth | TX | 01/2013 | 02/2018 |
| Resolute Investment Distributors, Inc. | Irving | TX | 02/2018 | 09/2018 |
| Jpmorgan Chase Bank Na | Fort Worth | TX | 10/2018 | 04/2019 |
| Jpmorgan Securities Llc | Fort Worth | TX | 10/2018 | 05/2019 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 05/2019 | 09/2021 |
| Kestra Investment Services Llc | Austin | TX | 09/2021 | 02/2025 |
| Kestra Advisory Services Llc | Austin | TX | 09/2021 | 01/2022 |
| Kestra Investment Management, Llc. | Austin | TX | 01/2022 | 02/2025 |
| Cnr Securities, Llc | Hutto | TX | 12/2025 | Present |
| Unemployed | Hutto | TX | 02/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-19 |
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