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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-31 |
Branch Locations
Fort Worth, TX • United States
8181 Communications Pkwy, Bldg A, Floor 04, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Fort Worth | TX | 10/2013 | 01/2019 |
| Td Ameritrade | Southlake | TX | 01/2019 | 01/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 05/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 05/2022 | Present |
| Td Ameritrade , Inc | Southlake | TX | 01/2019 | 01/2021 |
| Td Ameritrade Clearing, Inc | Southlake | TX | 01/2019 | 12/2020 |
| Fidelity Brokerage Services Llc | Fort Worth | TX | 03/2016 | 12/2018 |
| Td Ameritrade Services Co, Inc | Southlake | TX | 01/2019 | 01/2021 |
| Charles Schwab & Co | Southlake | TX | 01/2019 | 01/2021 |
| Unemployed | Plano | TX | 02/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-13 |
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