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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-05 |
| NM | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED | 2022-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 04/2021 | 01/2022 |
| Norwex Usa Inc | Coppell | TX | 11/2020 | 04/2021 |
| American Airlines | Fort Worth | TX | 09/2019 | 10/2020 |
| 24 Hour Fitness | Southlake | TX | 03/2019 | 09/2020 |
| Top Flight Gymnastics | Southlake | TX | 09/2018 | 10/2018 |
| The Little Gym | Katy | TX | 01/2018 | 12/2018 |
| Asi Gymnastics | Arlington | TX | 11/2017 | 11/2018 |
| Box Lunch | Hurst | TX | 06/2016 | 07/2016 |
| Robinhood Financial, Llc | Westlake | TX | 02/2022 | 09/2022 |
| Robinhood Markets, Inc | Westlake | TX | 02/2022 | 09/2022 |
| Charles Schwab & Co. | Westlake | TX | 04/2021 | 01/2022 |
| Quantum Assurance International, Inc | Richardson | TX | 07/2020 | 08/2020 |
| Aerospace Professional Services Llc | Grand Prairie | TX | 07/2020 | 12/2020 |
| Wal-Mart | Bedford | TX | 12/2018 | 01/2019 |
| Hot Topic, Inc. | Hurst | TX | 06/2016 | 07/2016 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 09/2022 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 09/2022 | Present |
| Unemployed | Euless | TX | 11/2015 | 05/2016 |
| Unemployed | Euless | TX | 08/2016 | 10/2017 |
| Unemployed | Euless | TX | 02/2019 | 02/2019 |
| The Rebel Blowdry Spa | Dallas | TX | 05/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-19 |
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