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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 06/2021 | 06/2021 |
| Goldman Sachs | Dallas | TX | 07/2020 | 08/2020 |
| University Of North Carolina | Chapel Hill | NC | 06/2019 | 05/2021 |
| Sxsw Llc | Austin | TX | 08/2014 | 06/2019 |
| Goldman Sachs | Dallas | TX | 07/2021 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 03/2023 | 09/2024 |
| Bank Of America Na | Dallas | TX | 05/2023 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 09/2024 | Present |
| J.P. Morgan Securities Llc | Dallas | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
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