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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-13 |
Branch Locations
5980 South Cooper Street, Arlington, TX 76017 • United States
701 Highlander Boulevard, Arlington, TX 76015 • United States
3101 Matlock Road, Mansfield, TX 76063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securites Llc | Dallas | TX | 04/2016 | 04/2019 |
| Jp Morgan Chase Bank | Dallas | TX | 10/2014 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carrollton | TX | 04/2019 | 03/2024 |
| Bank Of America, N.A. | Carrollton | TX | 04/2019 | 03/2024 |
| Pnc Investments Llc | Fort Worth | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-10 |
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