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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fort Worth | TX | 06/2021 | 07/2021 |
| Target | Fort Worth | TX | 05/2020 | 08/2020 |
| Oklahoma State University | Stillwater | OK | 08/2019 | 05/2021 |
| Unemployed | Fort Worth | TX | 08/2018 | 07/2019 |
| Frontier Environmental Service, Inc | Denver | CO | 06/2018 | 07/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2023 | 12/2023 |
| Fidelity Investments | Westlake | TX | 01/2024 | 07/2025 |
| Fidelity Brokerage Services Llc | Boston | MA | 01/2024 | 08/2025 |
| J.P. Morgan Securities Llc | Arlington | TX | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Arlington | TX | 08/2025 | Present |
| Schwab And Td Ameritrade | Westlake | TX | 08/2021 | 12/2023 |
| Unemployed | Fort Worth | TX | 09/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-26 |
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