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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 05/2016 | 09/2024 |
| J.P. Morgan Securities Llc | Dallas | TX | 01/2021 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 09/2024 | Present |
| Bank Of America, N.A. | Dallas | TX | 11/2024 | Present |
I*4508386 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: DALLAS, Texas, 75216 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 06/12/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: Rental Property/Co-owner with other family members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-03 |
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