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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Payment Services | Richardson | TX | 03/2018 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 06/2018 | Present |
| Transamerica | Plano | TX | 02/2018 | 05/2018 |
| Ushealth Advisors | Dallas | TX | 05/2017 | 03/2018 |
| Landmark Media, Inc | Dallas | TX | 01/2011 | 05/2017 |
| J.P. Morgan Securities Llc | Dallas | TX | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-12 |
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