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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2018-05-03 |
Branch Locations
8181 Communications Pkwy Bldg A, Plano , TX 75024 • United States
8111 Preston Road Suite #230, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed Inc | Washington | PA | 06/2016 | 10/2017 |
| The Cmi Group | Carrollton | TX | 02/2018 | 04/2018 |
| J.P. Morgan Securities Llc | Allen | TX | 04/2018 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Allen | TX | 04/2018 | 05/2021 |
| Unemployed | Morgantown | WV | 11/2017 | 01/2018 |
| Unemployed | Plano | TX | 01/2018 | 01/2018 |
| Jpmorgan Securities, Llc | Dallas | TX | 06/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-27 |
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