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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Equitable Advisors | New York | NY | 08/2021 | 05/2022 |
| St. Ives Country Club | Johns Creek | GA | 05/2017 | 08/2019 |
| Unemployed | Norcross | GA | 04/2015 | 04/2017 |
| Morgan Stanley | Dallas | TX | 06/2022 | 04/2025 |
| Equitable Financial Life Ins | New York | NY | 08/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 04/2025 | Present |
| Unemployed | Tuscaloosa | AL | 08/2019 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-10 |
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