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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-05 |
Branch Locations
277 Park Ave, Floor 36, New York, NY 10172 • United States
8181 Communications Pkwy Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Mc Pherson | KS | 04/2021 | 07/2025 |
| Intrust Bank | Wichita | KS | 01/2021 | 04/2021 |
| Assurant | Irving | TX | 05/2020 | 11/2020 |
| Mcpherson College | Mcpherson | KS | 01/2017 | 05/2020 |
| Unemployed | Fayetteville | NC | 07/2015 | 12/2016 |
| Triptych Llc | Hutchinson | KS | 04/2021 | 07/2025 |
| Alphalete Management Group Inc | Dallas | TX | 06/2020 | 09/2020 |
| Walmart | Mcpherson | KS | 06/2019 | 08/2019 |
| Braum's | Mcpherson | KS | 06/2019 | 06/2019 |
| Kelly Services | Irving | TX | 05/2017 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 07/2025 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 07/2025 | Present |
| Ferguson Production Inc | Mcpherson | KS | 05/2020 | 06/2020 |
| Ameriprise Financial | Mc Pherson | KS | 04/2021 | 07/2025 |
| Unemployed | Mc Pherson | KS | 12/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-06 |
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