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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primos Tex Mex | Flower Mound | TX | 12/2021 | 02/2022 |
| Uber | San Francisco | CA | 08/2021 | 07/2022 |
| Td Ameritrade | Southlake | TX | 06/2021 | 12/2021 |
| Esparzas | Grapevine | TX | 09/2020 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Grapevine | TX | 12/2018 | 05/2021 |
| Eatzi's | Grapevine | TX | 06/2017 | 11/2018 |
| Boi Na Braza | Grapevine | TX | 06/2016 | 12/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2023 | Present |
| Charles Schwab | Westlake | TX | 06/2021 | 08/2023 |
| Muber Me | Richardson | TX | 09/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-26 |
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