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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Family And Protective Services/State Of Tx | Bryan | TX | 09/2018 | 05/2021 |
| Uber | College Station | TX | 02/2018 | 05/2018 |
| City Of New Braunfels | New Braunfels | TX | 01/2018 | 09/2018 |
| Texas A&M University | College Station | TX | 09/2014 | 12/2017 |
| City Of New Braunfels | New Braunfels | TX | 01/2017 | 08/2017 |
| City Of New Braunfels | New Braunfels | TX | 01/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 09/2024 | 06/2025 |
| Fidelity Investments | Edina | MN | 05/2021 | 09/2024 |
| Bank Of America, N.A. | Dallas | TX | 09/2024 | 06/2025 |
| Fidelity Brokerage Services Llc | Dallas | TX | 05/2021 | 09/2024 |
| J.P. Morgan Securities Llc | Princeton | TX | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Princeton | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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