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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-03 |
Branch Locations
2020 W University Dr, Mckinney, TX 75071 • United States
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mexican Sugar Llc | Plano | TX | 12/2014 | 03/2017 |
| The Bartech Group | Dallas | TX | 04/2016 | 08/2017 |
| Lincoln Financial Advisors Corporation | Dallas | TX | 02/2017 | 08/2017 |
| Massmutual | Dallas | TX | 07/2017 | 11/2017 |
| Mml Investors Services, Llc | Dallas | TX | 08/2017 | 11/2017 |
| Nylife Securities Llc | Frisco | TX | 11/2017 | 07/2018 |
| New York Life Insurance Company | Frisco | TX | 11/2017 | 07/2018 |
| The Office Of Maya Katzman | Dallas | TX | 01/2017 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Richardson | TX | 08/2018 | 09/2020 |
| J.P. Morgan Securities Llc | Plano | TX | 09/2020 | 11/2022 |
| Pnc Investments Llc | Murphy | TX | 11/2022 | 04/2024 |
| Wells Fargo Clearing Services, Llc ( | Fort Worth | TX | 04/2024 | Present |
RENTAL PROPERTY, INV RELATED, CELINA, TX, 100% OWNERSHIP, START 6/15/2023, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING. | RENTAL PROPERTY; INV RELATED; CELINA, TX; 100% OWERSHIP; 08/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY - 713 PATRICIA; INV RELATED;SHERMAN,TX; RENTAL INCOME;100% OWNERSHIP; START DATE: 08/07/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-26 |
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